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 | $19,805 | $54,350-63.6% | $82,719-76.1% | $68,494-71.1% |
| Participation rate | 97.0% | 63.9%+33.1pp | 72.6%+24.4pp | 67.9%+29.1pp |
| Annual return | -23.33% | -13.67%-9.7pp | 701.18%-724.5pp | -7.84%-15.5pp |
| Employer contribution / active EE | $2,872 | $2,218+29.5% | $3,009-4.6% | $2,596+10.6% |
| Participant deferral / active EE | $4,884 | $3,246+50.5% | $4,395+11.1% | $4,027+21.3% |
| Admin fee / account holder | $2,049 | $4,395-53.4% | $5,329-61.5% | $5,403-62.1% |