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 6-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 | $227,078 | $108,919+108.5% | $100,391+126.2% | $145,922+55.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.15% | 57.88%-51.7pp | 49.20%-43.0pp | 561.29%-555.1pp |
| Employer contribution / active EE | $5,539 | $4,419+25.3% | $3,942+40.5% | $4,660+18.9% |
| Participant deferral / active EE | $18,529 | $8,445+119.4% | $8,082+129.3% | $6,688+177.1% |
| Admin fee / account holder | $1,142 | $9,689-88.2% | $7,899-85.5% | $13,397-91.5% |