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 | $38,177 | $75,828-49.7% | $147,614-74.1% | $59,632-36.0% |
| Participation rate | 79.3% | 71.6%+7.7pp | 84.6%-5.4pp | 68.7%+10.6pp |
| Annual return | -4.32% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $1,361 | $3,485-60.9% | $5,564-75.5% | $2,203-38.2% |
| Participant deferral / active EE | $2,586 | $3,130-17.4% | $4,895-47.2% | $3,192-19.0% |
| Admin fee / account holder | $6,862 | $5,985+14.6% | $11,611-40.9% | $4,297+59.7% |