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 | $157,590 | $89,355+76.4% | $141,162+11.6% | $72,985+115.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.87% | 111.85%-94.0pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,204 | $3,114-61.3% | $4,735-74.6% | $2,440-50.6% |
| Participant deferral / active EE | $9,522 | $5,418+75.7% | $6,709+41.9% | $3,607+163.9% |
| Admin fee / account holder | $1,430 | $5,958-76.0% | $10,261-86.1% | $5,124-72.1% |