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 | $128,716 | $92,222+39.6% | $76,768+67.7% | $135,375-4.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.43% | 5.46%-15.9pp | 2.43%-12.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,731 | $3,216+47.1% | $2,485+90.4% | $4,779-1.0% |
| Participant deferral / active EE | $15,223 | $4,509+237.6% | $3,852+295.2% | $5,609+171.4% |
| Admin fee / account holder | $330 | $10,748-96.9% | $6,675-95.1% | $10,827-97.0% |