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 | $125,660 | $103,376+21.6% | $87,100+44.3% | $152,861-17.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 6.32% | 28.10%-21.8pp | 28.19%-21.9pp | 345.32%-339.0pp |
| Employer contribution / active EE | $2,849 | $3,220-11.5% | $2,521+13.0% | $4,762-40.2% |
| Participant deferral / active EE | $8,908 | $4,778+86.4% | $4,049+120.0% | $5,850+52.3% |
| Admin fee / account holder | $40,826 | $12,205+234.5% | $7,497+444.6% | $11,596+252.1% |