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 | $247,580 | $135,635+82.5% | $110,238+124.6% | $135,375+82.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.53% | 513.19%-525.7pp | 314.74%-327.3pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,603 | $4,906-67.3% | $3,826-58.1% | $4,779-66.4% |
| Participant deferral / active EE | $8,738 | $5,506+58.7% | $4,672+87.0% | $5,609+55.8% |
| Admin fee / account holder | $11,454 | $11,4570% | $8,547+34.0% | $10,827+5.8% |