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 10-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 | $75,948 | $127,386-40.4% | $115,037-34.0% | $125,391-39.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.56% | 31.28%-41.8pp | 26.14%-36.7pp | 282.22%-292.8pp |
| Employer contribution / active EE | $3,369 | $5,166-34.8% | $4,608-26.9% | $4,866-30.8% |
| Participant deferral / active EE | $8,311 | $6,423+29.4% | $6,026+37.9% | $5,352+55.3% |
| Admin fee / account holder | $2,077 | $9,516-78.2% | $8,175-74.6% | $9,540-78.2% |