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 | $113,650 | $102,382+11.0% | $147,005-22.7% | $80,874+40.5% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 9.39% | 134.89%-125.5pp | 418.76%-409.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,798 | $3,715-51.6% | $4,934-63.6% | $2,756-34.7% |
| Participant deferral / active EE | $3,758 | $6,646-43.5% | $8,070-53.4% | $4,297-12.5% |
| Admin fee / account holder | $1,163 | $7,942-85.4% | $13,006-91.1% | $6,935-83.2% |