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 | $20,279 | $95,971-78.9% | $74,550-72.8% | $135,375-85.0% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -13.63% | 56.96%-70.6pp | 32.53%-46.2pp | 519.73%-533.4pp |
| Employer contribution / active EE | $2,537 | $2,716-6.6% | $1,961+29.4% | $4,779-46.9% |
| Participant deferral / active EE | $4,337 | $3,843+12.8% | $3,108+39.5% | $5,609-22.7% |
| Admin fee / account holder | $2,228 | $6,522-65.8% | $5,060-56.0% | $10,827-79.4% |