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 | $119,251 | $92,703+28.6% | $82,719+44.2% | $134,475-11.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -23.67% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,784 | $3,274-45.5% | $3,009-40.7% | $4,740-62.4% |
| Participant deferral / active EE | $8,140 | $4,802+69.5% | $4,395+85.2% | $6,400+27.2% |
| Admin fee / account holder | $929 | $5,983-84.5% | $5,329-82.6% | $11,426-91.9% |