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 | $30,359 | $102,245-70.3% | $89,340-66.0% | $137,256-77.9% |
| Participation rate | 91.3% | 74.9%+16.4pp | 69.6%+21.7pp | 80.0%+11.3pp |
| Annual return | -2.17% | 21.89%-24.1pp | 20.57%-22.7pp | 220.34%-222.5pp |
| Employer contribution / active EE | $435 | $2,529-82.8% | $2,231-80.5% | $4,156-89.5% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,369 | $8,085-70.7% | $6,704-64.7% | $12,270-80.7% |