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 | $15,150 | $85,790-82.3% | $67,313-77.5% | $135,375-88.8% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.1%+24.3pp | 82.6%+10.7pp |
| Annual return | -10.11% | -0.54%-9.6pp | -4.08%-6.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,994 | $3,487-42.8% | $2,566-22.3% | $4,779-58.3% |
| Participant deferral / active EE | $6,258 | $4,651+34.6% | $3,568+75.4% | $5,609+11.6% |
| Admin fee / account holder | $592 | $6,392-90.7% | $4,507-86.9% | $10,827-94.5% |