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 | $47,435 | $209,411-77.3% | $178,490-73.4% | $158,922-70.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -9.09% | 188.75%-197.8pp | 151.07%-160.2pp | 302.83%-311.9pp |
| Employer contribution / active EE | $8,736 | $5,706+53.1% | $5,011+74.4% | $4,761+83.5% |
| Participant deferral / active EE | $8,832 | $5,954+48.3% | $5,202+69.8% | $5,982+47.6% |
| Admin fee / account holder | $2,008 | $17,074-88.2% | $13,984-85.6% | $11,246-82.1% |