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 | $143,795 | $97,757+47.1% | $83,848+71.5% | $135,375+6.2% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -9.96% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,312 | $4,222-45.2% | $3,631-36.3% | $4,779-51.6% |
| Participant deferral / active EE | $8,122 | $4,682+73.5% | $4,082+99.0% | $5,609+44.8% |
| Admin fee / account holder | $2,963 | $6,674-55.6% | $5,478-45.9% | $10,827-72.6% |