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 | $108,415 | $202,318-46.4% | $172,739-37.2% | $152,861-29.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 1.99% | 1029.65%-1027.7pp | 802.84%-800.9pp | 345.32%-343.3pp |
| Employer contribution / active EE | $2,391 | $5,856-59.2% | $5,143-53.5% | $4,762-49.8% |
| Participant deferral / active EE | $8,304 | $5,948+39.6% | $5,198+59.8% | $5,850+41.9% |
| Admin fee / account holder | $621 | $17,109-96.4% | $13,954-95.5% | $11,596-94.6% |