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 | $156,836 | $92,703+69.2% | $82,719+89.6% | $134,475+16.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.14% | 944.92%-966.1pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $6,633 | $3,274+102.6% | $3,009+120.4% | $4,740+39.9% |
| Participant deferral / active EE | $9,287 | $4,802+93.4% | $4,395+111.3% | $6,400+45.1% |
| Admin fee / account holder | $750 | $5,983-87.5% | $5,329-85.9% | $11,426-93.4% |