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 | $77,912 | $59,805+30.3% | $79,550-2.1% | $68,494+13.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.62% | -12.30%-7.3pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $625 | $1,505-58.5% | $2,413-74.1% | $2,596-75.9% |
| Participant deferral / active EE | $3,017 | $3,024-0.2% | $3,985-24.3% | $4,027-25.1% |
| Admin fee / account holder | $11,649 | $4,835+140.9% | $6,832+70.5% | $5,403+115.6% |