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 | $66,656 | $133,958-50.2% | $112,228-40.6% | $134,475-50.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.84% | 47.11%-68.0pp | 27.45%-48.3pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,533 | $4,038+12.2% | $3,635+24.7% | $4,740-4.4% |
| Participant deferral / active EE | $12,045 | $5,291+127.7% | $4,728+154.8% | $6,400+88.2% |
| Admin fee / account holder | $808 | $7,489-89.2% | $6,410-87.4% | $11,426-92.9% |