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 | $11,576 | $54,350-78.7% | $82,719-86.0% | $68,494-83.1% |
| Participation rate | 89.7% | 63.9%+25.7pp | 72.6%+17.1pp | 67.9%+21.8pp |
| Annual return | -20.54% | -13.67%-6.9pp | 701.18%-721.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,587 | $2,218-28.5% | $3,009-47.3% | $2,596-38.9% |
| Participant deferral / active EE | $2,019 | $3,246-37.8% | $4,395-54.1% | $4,027-49.9% |
| Admin fee / account holder | $3,384 | $4,395-23.0% | $5,329-36.5% | $5,403-37.4% |