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 | $73,973 | $133,958-44.8% | $112,228-34.1% | $134,475-45.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.91% | 47.11%-74.0pp | 27.45%-54.4pp | 417.96%-444.9pp |
| Employer contribution / active EE | $12,360 | $4,038+206.1% | $3,635+240.1% | $4,740+160.8% |
| Participant deferral / active EE | $10,250 | $5,291+93.7% | $4,728+116.8% | $6,400+60.2% |
| Admin fee / account holder | $1,438 | $7,489-80.8% | $6,410-77.6% | $11,426-87.4% |