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 | $83,829 | $92,703-9.6% | $82,719+1.3% | $134,475-37.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -21.01% | 944.92%-965.9pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $7,255 | $3,274+121.6% | $3,009+141.1% | $4,740+53.1% |
| Participant deferral / active EE | $4,630 | $4,802-3.6% | $4,395+5.3% | $6,400-27.7% |
| Admin fee / account holder | $1,027 | $5,983-82.8% | $5,329-80.7% | $11,426-91.0% |