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 | $16,419 | $152,509-89.2% | $117,472-86.0% | $134,475-87.8% |
| Participation rate | 89.5% | 77.1%+12.4pp | 70.6%+18.9pp | 81.2%+8.3pp |
| Annual return | -23.53% | 52.99%-76.5pp | 29.74%-53.3pp | 417.96%-441.5pp |
| Employer contribution / active EE | $898 | $5,571-83.9% | $4,176-78.5% | $4,740-81.1% |
| Participant deferral / active EE | $3,107 | $4,818-35.5% | $4,070-23.7% | $6,400-51.4% |
| Admin fee / account holder | $991 | $7,004-85.8% | $5,645-82.4% | $11,426-91.3% |