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 | $104,085 | $70,756+47.1% | $65,493+58.9% | $142,382-26.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.86% | 1754.89%-1745.0pp | 982.45%-972.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,154 | $2,881-59.9% | $2,574-55.2% | $4,299-73.2% |
| Participant deferral / active EE | $3,910 | $4,637-15.7% | $3,961-1.3% | $6,507-39.9% |
| Admin fee / account holder | $2,063 | $6,559-68.5% | $5,028-59.0% | $12,624-83.7% |