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 | $95,597 | $65,561+45.8% | $86,188+10.9% | $75,163+27.2% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 6.41% | 46.05%-39.6pp | 1168.45%-1162.0pp | 160.62%-154.2pp |
| Employer contribution / active EE | $2,611 | $1,553+68.2% | $2,380+9.7% | $2,670-2.2% |
| Participant deferral / active EE | $5,383 | $3,024+78.0% | $3,985+35.1% | $4,125+30.5% |
| Admin fee / account holder | $9,041 | $5,474+65.2% | $6,852+31.9% | $5,651+60.0% |