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 | $47,636 | $190,805-75.0% | $159,960-70.2% | $134,475-64.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.86% | 552.23%-573.1pp | 408.60%-429.5pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,575 | $4,995-8.4% | $4,226+8.3% | $4,740-3.5% |
| Participant deferral / active EE | $12,178 | $6,923+75.9% | $6,182+97.0% | $6,400+90.3% |
| Admin fee / account holder | $4,618 | $10,471-55.9% | $8,698-46.9% | $11,426-59.6% |