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 | $122,697 | $138,044-11.1% | $125,339-2.1% | $134,475-8.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.07% | 750.33%-786.4pp | 572.05%-608.1pp | 417.96%-454.0pp |
| Employer contribution / active EE | $5,675 | $5,243+8.2% | $4,814+17.9% | $4,740+19.7% |
| Participant deferral / active EE | $11,009 | $7,799+41.2% | $7,446+47.8% | $6,400+72.0% |
| Admin fee / account holder | $10,147 | $11,571-12.3% | $10,010+1.4% | $11,426-11.2% |