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 | $228,883 | $183,519+24.7% | $155,509+47.2% | $145,922+56.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.23% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $10,629 | $5,313+100.1% | $4,672+127.5% | $4,660+128.1% |
| Participant deferral / active EE | $13,294 | $6,462+105.7% | $5,626+136.3% | $6,688+98.8% |
| Admin fee / account holder | $7,672 | $19,313-60.3% | $15,912-51.8% | $13,397-42.7% |