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 | $121,444 | $138,065-12.0% | $123,544-1.7% | $135,375-10.3% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -10.19% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $4,586 | $5,151-11.0% | $4,628-0.9% | $4,779-4.0% |
| Participant deferral / active EE | $11,188 | $6,799+64.6% | $6,426+74.1% | $5,609+99.5% |
| Admin fee / account holder | $1,263 | $10,916-88.4% | $9,284-86.4% | $10,827-88.3% |