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 | $25,308 | $64,307-60.6% | $57,343-55.9% | $125,391-79.8% |
| Participation rate | 71.4% | 78.6%-7.2pp | 75.1%-3.7pp | 83.2%-11.8pp |
| Annual return | -6.88% | 25.12%-32.0pp | 24.39%-31.3pp | 282.22%-289.1pp |
| Employer contribution / active EE | $339 | $3,193-89.4% | $2,689-87.4% | $4,866-93.0% |
| Participant deferral / active EE | $841 | $3,848-78.1% | $3,162-73.4% | $5,352-84.3% |
| Admin fee / account holder | $329 | $5,242-93.7% | $3,356-90.2% | $9,540-96.6% |