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 | $239,315 | $91,552+161.4% | $133,956+78.7% | $79,858+199.7% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.6pp |
| Annual return | 5.87% | 61.85%-56.0pp | 45.09%-39.2pp | 31.71%-25.8pp |
| Employer contribution / active EE | $12,127 | $2,384+408.8% | $3,919+209.5% | $2,471+390.8% |
| Participant deferral / active EE | $2,178 | $3,733-41.7% | $5,048-56.8% | $3,740-41.8% |
| Admin fee / account holder | $24,138 | $6,321+281.9% | $8,927+170.4% | $5,306+354.9% |