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 8-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 | $134,405 | $138,044-2.6% | $125,339+7.2% | $134,475-0.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -27.65% | 750.33%-778.0pp | 572.05%-599.7pp | 417.96%-445.6pp |
| Employer contribution / active EE | $2,957 | $5,243-43.6% | $4,814-38.6% | $4,740-37.6% |
| Participant deferral / active EE | $7,137 | $7,799-8.5% | $7,446-4.2% | $6,400+11.5% |
| Admin fee / account holder | $387 | $11,571-96.7% | $10,010-96.1% | $11,426-96.6% |