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 | $44,134 | $45,863-3.8% | $77,024-42.7% | $68,494-35.6% |
| Participation rate | 74.2% | 55.9%+18.3pp | 67.9%+6.3pp | 67.9%+6.4pp |
| Annual return | -21.52% | 1.72%-23.2pp | 42.32%-63.8pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,227 | $1,650+35.0% | $2,812-20.8% | $2,596-14.2% |
| Participant deferral / active EE | $4,183 | $2,962+41.2% | $4,426-5.5% | $4,027+3.9% |
| Admin fee / account holder | $1,946 | $3,041-36.0% | $5,425-64.1% | $5,403-64.0% |