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 | $34,721 | $65,365-46.9% | $92,893-62.6% | $72,985-52.4% |
| Participation rate | 91.1% | 68.3%+22.8pp | 76.0%+15.1pp | 69.5%+21.6pp |
| Annual return | -2.60% | 42.10%-44.7pp | 109.41%-112.0pp | 81.00%-83.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,603 | $3,128-16.8% | $4,236-38.5% | $3,607-27.8% |
| Admin fee / account holder | $970 | $4,251-77.2% | $5,794-83.3% | $5,124-81.1% |