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 | $186,452 | $93,571+99.3% | $135,903+37.2% | $75,163+148.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.79% | 30.90%-21.1pp | 68.23%-58.4pp | 160.62%-150.8pp |
| Employer contribution / active EE | $6,138 | $3,537+73.6% | $4,856+26.4% | $2,670+129.9% |
| Participant deferral / active EE | $12,289 | $6,404+91.9% | $7,758+58.4% | $4,125+197.9% |
| Admin fee / account holder | $2,696 | $6,975-61.3% | $10,762-74.9% | $5,651-52.3% |