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 6-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 | $61,658 | $88,751-30.5% | $81,812-24.6% | $145,922-57.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | -1.51% | 1025.40%-1026.9pp | 773.79%-775.3pp | 561.29%-562.8pp |
| Employer contribution / active EE | $862 | $3,083-72.0% | $2,912-70.4% | $4,660-81.5% |
| Participant deferral / active EE | $6,124 | $4,643+31.9% | $4,319+41.8% | $6,688-8.4% |
| Admin fee / account holder | $463 | $8,415-94.5% | $7,386-93.7% | $13,397-96.5% |