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 9-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 | $25,595 | $56,835-55.0% | - | $135,375-81.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -13.38% | 2630.74%-2644.1pp | - | 519.73%-533.1pp |
| Employer contribution / active EE | $7,504 | $2,734+174.5% | - | $4,779+57.0% |
| Participant deferral / active EE | $7,101 | $3,681+92.9% | - | $5,609+26.6% |
| Admin fee / account holder | $608 | $1,586-61.6% | - | $10,827-94.4% |