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 | $127,415 | $160,055-20.4% | $140,016-9.0% | $135,375-5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.56% | 911.38%-922.9pp | 651.12%-662.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $9,067 | $6,420+41.2% | $5,606+61.7% | $4,779+89.7% |
| Participant deferral / active EE | $9,806 | $7,642+28.3% | $6,927+41.6% | $5,609+74.8% |
| Admin fee / account holder | $310 | $13,328-97.7% | $10,705-97.1% | $10,827-97.1% |