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 | $140,227 | $171,865-18.4% | $149,718-6.3% | $147,584-5.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.98% | 2113.22%-2104.2pp | 1501.63%-1492.6pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,300 | $6,275-63.3% | $5,445-57.8% | $4,876-52.8% |
| Participant deferral / active EE | $17,228 | $7,271+137.0% | $6,569+162.3% | $5,439+216.8% |
| Admin fee / account holder | $2,047 | $13,799-85.2% | $11,283-81.9% | $10,885-81.2% |