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 | $69,261 | $81,208-14.7% | $98,907-30.0% | $79,858-13.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -2.81% | 60.99%-63.8pp | 196.43%-199.2pp | 31.71%-34.5pp |
| Employer contribution / active EE | $1,199 | $1,960-38.8% | $2,689-55.4% | $2,471-51.5% |
| Participant deferral / active EE | $4,126 | $3,265+26.4% | $4,244-2.8% | $3,740+10.3% |
| Admin fee / account holder | $7,019 | $6,013+16.7% | $6,642+5.7% | $5,306+32.3% |