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 | $234,574 | $176,056+33.2% | $159,436+47.1% | $167,490+40.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.13% | 331.75%-331.6pp | 263.57%-263.4pp | 478.56%-478.4pp |
| Employer contribution / active EE | $10,906 | $5,297+105.9% | $4,829+125.8% | $4,837+125.5% |
| Participant deferral / active EE | $24,000 | $7,750+209.7% | $7,352+226.4% | $6,341+278.5% |
| Admin fee / account holder | $7,994 | $12,554-36.3% | $10,799-26.0% | $12,309-35.1% |