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 | $95,775 | $150,440-36.3% | $136,294-29.7% | $147,584-35.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 9.95% | 1049.08%-1039.1pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $2,365 | $5,256-55.0% | $4,695-49.6% | $4,876-51.5% |
| Participant deferral / active EE | $6,278 | $6,630-5.3% | $6,247+0.5% | $5,439+15.4% |
| Admin fee / account holder | $11,072 | $10,905+1.5% | $9,243+19.8% | $10,885+1.7% |