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 | $23,458 | $99,032-76.3% | $80,019-70.7% | $135,375-82.7% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -13.67% | 15.39%-29.1pp | 11.22%-24.9pp | 519.73%-533.4pp |
| Employer contribution / active EE | $2,348 | $3,043-22.9% | $2,468-4.9% | $4,779-50.9% |
| Participant deferral / active EE | $6,486 | $4,282+51.5% | $3,686+76.0% | $5,609+15.6% |
| Admin fee / account holder | $463 | $10,436-95.6% | $6,521-92.9% | $10,827-95.7% |