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 | $20,838 | $138,044-84.9% | $125,339-83.4% | $134,475-84.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.83% | 750.33%-773.2pp | 572.05%-594.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,576 | $5,243-69.9% | $4,814-67.3% | $4,740-66.8% |
| Participant deferral / active EE | $3,145 | $7,799-59.7% | $7,446-57.8% | $6,400-50.9% |
| Admin fee / account holder | $448 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |