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 | $127,425 | $109,817+16.0% | $98,442+29.4% | $167,490-23.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.99% | 1956.69%-1951.7pp | 1492.73%-1487.7pp | 478.56%-473.6pp |
| Employer contribution / active EE | $3,626 | $3,224+12.5% | $2,960+22.5% | $4,837-25.0% |
| Participant deferral / active EE | $4,190 | $4,673-10.3% | $4,276-2.0% | $6,341-33.9% |
| Admin fee / account holder | $9,120 | $6,753+35.1% | $5,949+53.3% | $12,309-25.9% |