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 | $49,404 | $97,044-49.1% | $83,333-40.7% | $135,375-63.5% |
| Participation rate | 82.4% | 80.4%+1.9pp | 77.8%+4.6pp | 82.6%-0.3pp |
| Annual return | -11.14% | 12.31%-23.5pp | 10.63%-21.8pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,229 | $4,143-22.1% | $3,379-4.4% | $4,779-32.4% |
| Participant deferral / active EE | $9,066 | $5,964+52.0% | $5,565+62.9% | $5,609+61.6% |
| Admin fee / account holder | $651 | $8,380-92.2% | $7,510-91.3% | $10,827-94.0% |