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 | $79,461 | $190,805-58.4% | $159,960-50.3% | $134,475-40.9% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -20.50% | 552.23%-572.7pp | 408.60%-429.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $12,387 | $4,995+148.0% | $4,226+193.1% | $4,740+161.3% |
| Participant deferral / active EE | $16,439 | $6,923+137.5% | $6,182+165.9% | $6,400+156.9% |
| Admin fee / account holder | $307 | $10,471-97.1% | $8,698-96.5% | $11,426-97.3% |