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 | $50,364 | $135,635-62.9% | $110,238-54.3% | $135,375-62.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.86% | 513.19%-523.0pp | 314.74%-324.6pp | 519.73%-529.6pp |
| Employer contribution / active EE | $17,883 | $4,906+264.5% | $3,826+367.3% | $4,779+274.2% |
| Participant deferral / active EE | $10,975 | $5,506+99.3% | $4,672+134.9% | $5,609+95.7% |
| Admin fee / account holder | $7,265 | $11,457-36.6% | $8,547-15.0% | $10,827-32.9% |