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 | $62,015 | $150,440-58.8% | $136,294-54.5% | $147,584-58.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | -122.71% | 1049.08%-1171.8pp | 5155.94%-5278.6pp | 578.55%-701.3pp |
| Employer contribution / active EE | $41,364 | $5,256+687.0% | $4,695+780.9% | $4,876+748.3% |
| Participant deferral / active EE | $23,201 | $6,630+249.9% | $6,247+271.4% | $5,439+326.6% |
| Admin fee / account holder | $1,621 | $10,905-85.1% | $9,243-82.5% | $10,885-85.1% |