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 6-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 | $14,061 | $53,162-73.6% | $91,220-84.6% | $68,494-79.5% |
| Participation rate | 92.0% | 63.2%+28.8pp | 73.2%+18.8pp | 67.9%+24.1pp |
| Annual return | -24.43% | -3.14%-21.3pp | 114.01%-138.4pp | -7.84%-16.6pp |
| Employer contribution / active EE | $2,595 | $1,709+51.8% | $2,850-8.9% | $2,5960% |
| Participant deferral / active EE | $5,564 | $2,974+87.1% | $4,234+31.4% | $4,027+38.2% |
| Admin fee / account holder | $713 | $4,493-84.1% | $5,420-86.9% | $5,403-86.8% |