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 | $78,501 | $167,307-53.1% | $143,757-45.4% | $134,475-41.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -31.95% | 0.46%-32.4pp | -0.04%-31.9pp | 417.96%-449.9pp |
| Employer contribution / active EE | $9,848 | $5,619+75.3% | $4,951+98.9% | $4,740+107.8% |
| Participant deferral / active EE | $4,817 | $6,446-25.3% | $5,637-14.6% | $6,400-24.7% |
| Admin fee / account holder | $1,530 | $18,088-91.5% | $14,673-89.6% | $11,426-86.6% |