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 8-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 | $110,804 | $68,346+62.1% | $94,646+17.1% | $75,163+47.4% |
| Participation rate | 80.8% | 76.1%+4.7pp | 80.8%-0.1pp | 67.2%+13.6pp |
| Annual return | 15.36% | 616.93%-601.6pp | 156.71%-141.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,655 | $2,701-1.7% | $3,672-27.7% | $2,670-0.6% |
| Participant deferral / active EE | $5,187 | $6,537-20.7% | $7,418-30.1% | $4,125+25.7% |
| Admin fee / account holder | $35,461 | $5,326+565.8% | $7,231+390.4% | $5,651+527.5% |