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 9-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 | $14,127 | $43,327-67.4% | $59,878-76.4% | $64,186-78.0% |
| Participation rate | 78.0% | 69.2%+8.9pp | 74.7%+3.3pp | 69.6%+8.5pp |
| Annual return | -11.45% | -1.55%-9.9pp | 3.46%-14.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,599 | $2,028-21.2% | $2,722-41.3% | $2,381-32.9% |
| Participant deferral / active EE | $2,896 | $2,546+13.8% | $3,402-14.9% | $3,470-16.5% |
| Admin fee / account holder | $757 | $3,005-74.8% | $3,590-78.9% | $4,888-84.5% |