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 | $69,423 | $65,561+5.9% | $86,188-19.5% | $75,163-7.6% |
| Participation rate | 92.0% | 60.5%+31.5pp | 69.0%+23.0pp | 67.2%+24.8pp |
| Annual return | 12.56% | 46.05%-33.5pp | 1168.45%-1155.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,281 | $1,553+46.9% | $2,380-4.1% | $2,670-14.5% |
| Participant deferral / active EE | $5,420 | $3,024+79.2% | $3,985+36.0% | $4,125+31.4% |
| Admin fee / account holder | $16,834 | $5,474+207.5% | $6,852+145.7% | $5,651+197.9% |