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 5-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 | $19,421 | $138,044-85.9% | $125,339-84.5% | $134,475-85.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.61% | 750.33%-783.9pp | 572.05%-605.7pp | 417.96%-451.6pp |
| Employer contribution / active EE | $4,699 | $5,243-10.4% | $4,814-2.4% | $4,740-0.9% |
| Participant deferral / active EE | $8,414 | $7,799+7.9% | $7,446+13.0% | $6,400+31.5% |
| Admin fee / account holder | $1,673 | $11,571-85.5% | $10,010-83.3% | $11,426-85.4% |