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 | $33,638 | $86,699-61.2% | $73,307-54.1% | $125,391-73.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | -4.11% | 2.78%-6.9pp | 5.67%-9.8pp | 282.22%-286.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,713 | $5,550+57.0% | $4,991+74.6% | $5,352+62.8% |
| Admin fee / account holder | $717 | $7,771-90.8% | $5,637-87.3% | $9,540-92.5% |