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 | $25,101 | $62,586-59.9% | $76,768-67.3% | $64,186-60.9% |
| Participation rate | 79.2% | 72.8%+6.4pp | 77.0%+2.3pp | 69.6%+9.7pp |
| Annual return | -7.67% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,181 | $3,145+33.0% | $3,852+8.5% | $3,470+20.5% |
| Admin fee / account holder | $1,570 | $4,667-66.4% | $6,675-76.5% | $4,888-67.9% |