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 | $69,357 | $150,440-53.9% | $136,294-49.1% | $147,584-53.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 10.03% | 1049.08%-1039.1pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,696 | $5,256-48.7% | $4,695-42.6% | $4,876-44.7% |
| Participant deferral / active EE | $11,400 | $6,630+71.9% | $6,247+82.5% | $5,439+109.6% |
| Admin fee / account holder | $1,491 | $10,905-86.3% | $9,243-83.9% | $10,885-86.3% |