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 | $42,638 | $77,976-45.3% | $81,367-47.6% | $125,391-66.0% |
| Participation rate | 83.3% | 83.3%+0.1pp | 82.3%+1.0pp | 83.2%+0.1pp |
| Annual return | -4.99% | -2.85%-2.1pp | -0.92%-4.1pp | 282.22%-287.2pp |
| Employer contribution / active EE | $9,840 | $4,366+125.4% | $3,930+150.4% | $4,866+102.2% |
| Participant deferral / active EE | $5,199 | $5,646-7.9% | $5,383-3.4% | $5,352-2.9% |
| Admin fee / account holder | $545 | $12,476-95.6% | $8,926-93.9% | $9,540-94.3% |