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 | $148,480 | $102,604+44.7% | $86,188+72.3% | $139,434+6.5% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 0.39% | 1922.51%-1922.1pp | 1168.45%-1168.1pp | 372.94%-372.5pp |
| Employer contribution / active EE | $1,488 | $3,032-50.9% | $2,380-37.5% | $4,751-68.7% |
| Participant deferral / active EE | $8,635 | $4,676+84.7% | $3,985+116.7% | $6,710+28.7% |
| Admin fee / account holder | $6,607 | $8,657-23.7% | $6,852-3.6% | $11,403-42.1% |