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 | $85,260 | $167,307-49.0% | $143,757-40.7% | $134,475-36.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -34.45% | 0.46%-34.9pp | -0.04%-34.4pp | 417.96%-452.4pp |
| Employer contribution / active EE | $1,983 | $5,619-64.7% | $4,951-60.0% | $4,740-58.2% |
| Participant deferral / active EE | $6,492 | $6,446+0.7% | $5,637+15.2% | $6,400+1.4% |
| Admin fee / account holder | $324 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |