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 | $37,232 | $138,044-73.0% | $125,339-70.3% | $134,475-72.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.69% | 750.33%-776.0pp | 572.05%-597.7pp | 417.96%-443.7pp |
| Employer contribution / active EE | $5,436 | $5,243+3.7% | $4,814+12.9% | $4,740+14.7% |
| Participant deferral / active EE | $11,304 | $7,799+44.9% | $7,446+51.8% | $6,400+76.6% |
| Admin fee / account holder | $13,342 | $11,571+15.3% | $10,010+33.3% | $11,426+16.8% |