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 5-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 | $141,454 | $209,832-32.6% | $189,513-25.4% | $167,490-15.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 6.53% | 748.27%-741.7pp | 555.15%-548.6pp | 478.56%-472.0pp |
| Employer contribution / active EE | $2,077 | $6,914-70.0% | $6,162-66.3% | $4,837-57.1% |
| Participant deferral / active EE | $7,202 | $8,935-19.4% | $8,221-12.4% | $6,341+13.6% |
| Admin fee / account holder | $9,739 | $14,293-31.9% | $12,045-19.1% | $12,309-20.9% |