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 | $55,894 | $91,552-38.9% | $133,956-58.3% | $79,858-30.0% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | -7.20% | 61.85%-69.0pp | 45.09%-52.3pp | 31.71%-38.9pp |
| Employer contribution / active EE | $1,158 | $2,384-51.4% | $3,919-70.5% | $2,471-53.1% |
| Participant deferral / active EE | $3,719 | $3,733-0.4% | $5,048-26.3% | $3,740-0.6% |
| Admin fee / account holder | $1,769 | $6,321-72.0% | $8,927-80.2% | $5,306-66.7% |