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 | $126,191 | $154,117-18.1% | $129,995-2.9% | $139,434-9.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -2.00% | 32.48%-34.5pp | -137.18%+135.2pp | 372.94%-374.9pp |
| Employer contribution / active EE | $10,395 | $5,289+96.5% | $4,320+140.6% | $4,751+118.8% |
| Participant deferral / active EE | $10,717 | $6,710+59.7% | $5,820+84.1% | $6,710+59.7% |
| Admin fee / account holder | $3,833 | $14,007-72.6% | $10,614-63.9% | $11,403-66.4% |