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 | $81,707 | $96,635-15.4% | $86,612-5.7% | $139,434-41.4% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | -34.24% | 106.41%-140.7pp | 591.07%-625.3pp | 372.94%-407.2pp |
| Employer contribution / active EE | $3,914 | $3,263+19.9% | $3,022+29.5% | $4,751-17.6% |
| Participant deferral / active EE | $7,942 | $4,836+64.2% | $4,438+79.0% | $6,710+18.4% |
| Admin fee / account holder | $48,290 | $6,408+653.6% | $5,614+760.1% | $11,403+323.5% |