See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,454 | $150,440+0.7% | $136,294+11.1% | $147,584+2.6% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 6.68% | 1049.08%-1042.4pp | 5155.94%-5149.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $8,116 | $5,256+54.4% | $4,695+72.9% | $4,876+66.4% |
| Participant deferral / active EE | $6,549 | $6,630-1.2% | $6,247+4.8% | $5,439+20.4% |
| Admin fee / account holder | $3,318 | $10,905-69.6% | $9,243-64.1% | $10,885-69.5% |