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 | $248,532 | $175,202+41.9% | $149,673+66.1% | $139,434+78.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.08% | 166.71%-165.6pp | 134.42%-133.3pp | 372.94%-371.9pp |
| Employer contribution / active EE | $1,811 | $5,474-66.9% | $4,818-62.4% | $4,751-61.9% |
| Participant deferral / active EE | $5,935 | $6,519-9.0% | $5,680+4.5% | $6,710-11.6% |
| Admin fee / account holder | $4,352 | $16,150-73.1% | $13,210-67.1% | $11,403-61.8% |