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 | $142,353 | $97,757+45.6% | $83,848+69.8% | $135,375+5.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.77% | 1287.37%-1298.1pp | 850.88%-861.6pp | 519.73%-530.5pp |
| Employer contribution / active EE | $9,275 | $4,222+119.7% | $3,631+155.5% | $4,779+94.1% |
| Participant deferral / active EE | $8,848 | $4,682+89.0% | $4,082+116.8% | $5,609+57.8% |
| Admin fee / account holder | $2,145 | $6,674-67.9% | $5,478-60.8% | $10,827-80.2% |