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 8-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 | $60,361 | $67,331-10.4% | $60,874-0.8% | $134,475-55.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.61% | 49.93%-71.5pp | 16.90%-38.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $3,598 | $3,096+16.2% | $2,701+33.2% | $4,740-24.1% |
| Participant deferral / active EE | $4,262 | $4,538-6.1% | $3,817+11.7% | $6,400-33.4% |
| Admin fee / account holder | $392 | $4,582-91.4% | $3,224-87.8% | $11,426-96.6% |