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 8-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 | $29,421 | $43,327-32.1% | $59,878-50.9% | $64,186-54.2% |
| Participation rate | 83.0% | 69.2%+13.9pp | 74.7%+8.3pp | 69.6%+13.5pp |
| Annual return | -8.64% | -1.55%-7.1pp | 3.46%-12.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,422 | $2,028+68.7% | $2,722+25.7% | $2,381+43.7% |
| Participant deferral / active EE | $6,700 | $2,546+163.2% | $3,402+97.0% | $3,470+93.1% |
| Admin fee / account holder | $6,261 | $3,005+108.4% | $3,590+74.4% | $4,888+28.1% |