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 | $33,325 | $153,311-78.3% | $109,313-69.5% | $273,961-87.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.22% | 29.86%-30.1pp | 22.07%-22.3pp | 41.45%-41.7pp |
| Employer contribution / active EE | $13,737 | $5,619+144.5% | $3,892+253.0% | $4,869+182.1% |
| Participant deferral / active EE | $6,592 | $3,932+67.6% | $3,166+108.2% | $5,287+24.7% |
| Admin fee / account holder | $1,908 | $8,076-76.4% | $5,666-66.3% | $10,132-81.2% |