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 | $45,982 | $62,586-26.5% | $76,768-40.1% | $64,186-28.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.53% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,237 | $1,832+76.7% | $2,485+30.2% | $2,381+35.9% |
| Participant deferral / active EE | $3,458 | $3,145+10.0% | $3,852-10.2% | $3,470-0.3% |
| Admin fee / account holder | $5,138 | $4,667+10.1% | $6,675-23.0% | $4,888+5.1% |