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 8-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 | $21,374 | $138,065-84.5% | $123,544-82.7% | $135,375-84.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -24.89% | 153.68%-178.6pp | 119.20%-144.1pp | 519.73%-544.6pp |
| Employer contribution / active EE | $2,917 | $5,151-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $9,663 | $6,799+42.1% | $6,426+50.4% | $5,609+72.3% |
| Admin fee / account holder | $1,488 | $10,916-86.4% | $9,284-84.0% | $10,827-86.3% |