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 | $119,928 | $75,828+58.2% | $147,614-18.8% | $59,632+101.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -5.35% | 0.37%-5.7pp | 61.98%-67.3pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $7,916 | $3,485+127.2% | $5,564+42.3% | $2,203+259.4% |
| Participant deferral / active EE | $3,562 | $3,130+13.8% | $4,895-27.2% | $3,192+11.6% |
| Admin fee / account holder | $3,911 | $5,985-34.7% | $11,611-66.3% | $4,297-9.0% |