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 | $61,819 | $48,274+28.1% | $63,517-2.7% | $59,632+3.7% |
| Participation rate | 91.5% | 66.3%+25.2pp | 71.0%+20.5pp | 68.7%+22.9pp |
| Annual return | -2.87% | -240.79%+237.9pp | -70.30%+67.4pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,524 | $1,586-3.9% | $2,322-34.4% | $2,203-30.8% |
| Participant deferral / active EE | $4,024 | $2,343+71.8% | $2,953+36.3% | $3,192+26.1% |
| Admin fee / account holder | $881 | $3,600-75.5% | $5,892-85.1% | $4,297-79.5% |