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 | $233,563 | $117,983+98.0% | $101,794+129.4% | $142,382+64.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -2.27% | 36.92%-39.2pp | 30.53%-32.8pp | 217.08%-219.3pp |
| Employer contribution / active EE | $1,933 | $2,773-30.3% | $2,289-15.5% | $4,299-55.0% |
| Participant deferral / active EE | $11,470 | $4,714+143.3% | $4,084+180.8% | $6,507+76.3% |
| Admin fee / account holder | $9,420 | $10,433-9.7% | $8,777+7.3% | $12,624-25.4% |