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 | $166,378 | $98,750+68.5% | $149,696+11.1% | $79,858+108.3% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 12.21% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,427 | $3,216-24.5% | $4,644-47.7% | $2,471-1.8% |
| Participant deferral / active EE | $9,474 | $5,680+66.8% | $6,842+38.5% | $3,740+153.3% |
| Admin fee / account holder | $3,301 | $6,053-45.5% | $9,309-64.5% | $5,306-37.8% |