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 | $177,484 | $114,381+55.2% | $107,525+65.1% | $142,382+24.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 11.12% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,693 | $4,015-57.8% | $3,754-54.9% | $4,299-60.6% |
| Participant deferral / active EE | $2,320 | $5,564-58.3% | $5,116-54.6% | $6,507-64.3% |
| Admin fee / account holder | $2,236 | $9,860-77.3% | $8,919-74.9% | $12,624-82.3% |