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 | $96,484 | $160,055-39.7% | $140,016-31.1% | $135,375-28.7% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -9.48% | 911.38%-920.9pp | 651.12%-660.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $7,339 | $6,420+14.3% | $5,606+30.9% | $4,779+53.6% |
| Participant deferral / active EE | $9,036 | $7,642+18.2% | $6,927+30.4% | $5,609+61.1% |
| Admin fee / account holder | $1,352 | $13,328-89.9% | $10,705-87.4% | $10,827-87.5% |