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 | $34,112 | $127,100-73.2% | $105,738-67.7% | $135,375-74.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.54% | 4.49%-15.0pp | 6.27%-16.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,330 | $4,107-43.3% | $3,268-28.7% | $4,779-51.2% |
| Participant deferral / active EE | $5,954 | $5,064+17.6% | $4,080+45.9% | $5,609+6.1% |
| Admin fee / account holder | $535 | $9,087-94.1% | $6,913-92.3% | $10,827-95.1% |