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 | $65,375 | $99,341-34.2% | $84,750-22.9% | $273,961-76.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -8.81% | 22.93%-31.7pp | 22.78%-31.6pp | 41.45%-50.3pp |
| Employer contribution / active EE | $1,662 | $4,214-60.6% | $3,574-53.5% | $4,869-65.9% |
| Participant deferral / active EE | $3,851 | $4,269-9.8% | $3,712+3.7% | $5,287-27.2% |
| Admin fee / account holder | $1,761 | $6,644-73.5% | $5,332-67.0% | $10,132-82.6% |