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 | $196,681 | $177,572+10.8% | $154,803+27.1% | $142,382+38.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 9.42% | 65.07%-55.6pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $11,398 | $4,810+136.9% | $4,305+164.7% | $4,299+165.1% |
| Participant deferral / active EE | $5,496 | $6,272-12.4% | $5,540-0.8% | $6,507-15.5% |
| Admin fee / account holder | $125,549 | $16,786+647.9% | $14,329+776.2% | $12,624+894.6% |