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 | $68,488 | $92,222-25.7% | $76,768-10.8% | $135,375-49.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.31% | 5.46%-14.8pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $6,271 | $3,216+95.0% | $2,485+152.3% | $4,779+31.2% |
| Participant deferral / active EE | $10,327 | $4,509+129.0% | $3,852+168.1% | $5,609+84.1% |
| Admin fee / account holder | $349 | $10,748-96.8% | $6,675-94.8% | $10,827-96.8% |