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 | $41,222 | $53,596-23.1% | $90,645-54.5% | $64,186-35.8% |
| Participation rate | 75.0% | 64.5%+10.5pp | 74.0%+1.0pp | 69.6%+5.4pp |
| Annual return | -11.57% | 4.41%-16.0pp | 1.88%-13.5pp | 7.63%-19.2pp |
| Employer contribution / active EE | $2,791 | $1,503+85.7% | $2,532+10.2% | $2,381+17.2% |
| Participant deferral / active EE | $4,170 | $2,459+69.6% | $3,425+21.8% | $3,470+20.2% |
| Admin fee / account holder | $413 | $3,868-89.3% | $4,994-91.7% | $4,888-91.6% |