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 | $152,996 | $70,756+116.2% | $65,493+133.6% | $142,382+7.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.00% | 1754.89%-1744.9pp | 982.45%-972.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $9,303 | $2,881+223.0% | $2,574+261.4% | $4,299+116.4% |
| Participant deferral / active EE | $5,788 | $4,637+24.8% | $3,961+46.1% | $6,507-11.1% |
| Admin fee / account holder | $5,261 | $6,559-19.8% | $5,028+4.6% | $12,624-58.3% |