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 | $58,994 | $62,586-5.7% | $76,768-23.2% | $64,186-8.1% |
| Participation rate | 81.7% | 72.8%+8.9pp | 77.0%+4.7pp | 69.6%+12.1pp |
| Annual return | -9.28% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,777 | $1,832+51.6% | $2,485+11.8% | $2,381+16.6% |
| Participant deferral / active EE | $3,452 | $3,145+9.8% | $3,852-10.4% | $3,470-0.5% |
| Admin fee / account holder | $1,967 | $4,667-57.9% | $6,675-70.5% | $4,888-59.8% |