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 | $183,053 | $86,286+112.1% | $111,297+64.5% | $85,850+113.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.47% | 19.99%-9.5pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $4,724 | $2,043+131.2% | $2,731+73.0% | $2,565+84.2% |
| Participant deferral / active EE | $5,084 | $3,641+39.6% | $4,487+13.3% | $3,952+28.6% |
| Admin fee / account holder | $2,161 | $8,188-73.6% | $7,964-72.9% | $6,260-65.5% |