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 | $201,448 | $167,307+20.4% | $143,757+40.1% | $134,475+49.8% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -32.58% | 0.46%-33.0pp | -0.04%-32.5pp | 417.96%-450.5pp |
| Employer contribution / active EE | $2,670 | $5,619-52.5% | $4,951-46.1% | $4,740-43.7% |
| Participant deferral / active EE | $5,764 | $6,446-10.6% | $5,637+2.3% | $6,400-9.9% |
| Admin fee / account holder | $930 | $18,088-94.9% | $14,673-93.7% | $11,426-91.9% |