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 | $21,604 | $76,000-71.6% | $154,107-86.0% | $64,186-66.3% |
| Participation rate | 82.7% | 70.4%+12.3pp | 83.0%-0.3pp | 69.6%+13.1pp |
| Annual return | -8.09% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,992 | $3,351-40.5% | $5,298-62.4% | $2,381-16.3% |
| Participant deferral / active EE | $2,746 | $3,175-13.5% | $5,081-45.9% | $3,470-20.8% |
| Admin fee / account holder | $457 | $5,596-91.8% | $13,411-96.6% | $4,888-90.7% |