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 7-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 | $24,444 | $133,958-81.8% | $112,228-78.2% | $134,475-81.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.72% | 47.11%-68.8pp | 27.45%-49.2pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,218 | $4,038-20.3% | $3,635-11.5% | $4,740-32.1% |
| Participant deferral / active EE | $9,899 | $5,291+87.1% | $4,728+109.4% | $6,400+54.7% |
| Admin fee / account holder | $883 | $7,489-88.2% | $6,410-86.2% | $11,426-92.3% |