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 9-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 | $129,530 | $135,952-4.7% | $123,892+4.6% | $273,961-52.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.75% | 56.63%-60.4pp | 47.52%-51.3pp | 41.45%-45.2pp |
| Employer contribution / active EE | $14,286 | $5,170+176.3% | $4,617+209.4% | $4,869+193.4% |
| Participant deferral / active EE | $4,432 | $6,343-30.1% | $5,984-25.9% | $5,287-16.2% |
| Admin fee / account holder | $5,111 | $9,817-47.9% | $8,357-38.8% | $10,132-49.6% |