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 7-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 | $13,516 | $54,350-75.1% | $82,719-83.7% | $68,494-80.3% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.3pp |
| Annual return | -19.83% | -13.67%-6.2pp | 701.18%-721.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,872 | $2,218-15.6% | $3,009-37.8% | $2,596-27.9% |
| Participant deferral / active EE | $6,318 | $3,246+94.6% | $4,395+43.7% | $4,027+56.9% |
| Admin fee / account holder | $772 | $4,395-82.4% | $5,329-85.5% | $5,403-85.7% |