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 | $23,186 | $45,152-48.6% | $73,843-68.6% | $59,632-61.1% |
| Participation rate | 84.1% | 64.0%+20.1pp | 73.4%+10.7pp | 68.7%+15.4pp |
| Annual return | -2.88% | 27.40%-30.3pp | 2267.84%-2270.7pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $219 | $1,902-88.5% | $2,787-92.2% | $2,203-90.1% |
| Participant deferral / active EE | $2,372 | $2,574-7.8% | $3,583-33.8% | $3,192-25.7% |
| Admin fee / account holder | $718 | $3,516-79.6% | $4,880-85.3% | $4,297-83.3% |