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 4-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 | $43,758 | $87,540-50.0% | $75,781-42.3% | $125,391-65.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.68% | 13.48%-21.2pp | 9.68%-17.4pp | 282.22%-289.9pp |
| Employer contribution / active EE | $15,408 | $3,930+292.1% | $3,323+363.7% | $4,866+216.7% |
| Participant deferral / active EE | $7,605 | $4,229+79.8% | $3,651+108.3% | $5,352+42.1% |
| Admin fee / account holder | $3,893 | $6,502-40.1% | $5,299-26.5% | $9,540-59.2% |