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 | $149,842 | $99,032+51.3% | $80,019+87.3% | $135,375+10.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.16% | 15.39%-24.6pp | 11.22%-20.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $4,433 | $3,043+45.7% | $2,468+79.6% | $4,779-7.2% |
| Participant deferral / active EE | $8,856 | $4,282+106.8% | $3,686+140.3% | $5,609+57.9% |
| Admin fee / account holder | $2,949 | $10,436-71.7% | $6,521-54.8% | $10,827-72.8% |