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 | $25,225 | $62,586-59.7% | $76,768-67.1% | $64,186-60.7% |
| Participation rate | 92.1% | 72.8%+19.3pp | 77.0%+15.1pp | 69.6%+22.5pp |
| Annual return | -10.48% | -1.95%-8.5pp | 2.43%-12.9pp | 7.63%-18.1pp |
| Employer contribution / active EE | $4,925 | $1,832+168.8% | $2,485+98.2% | $2,381+106.9% |
| Participant deferral / active EE | $5,143 | $3,145+63.6% | $3,852+33.5% | $3,470+48.2% |
| Admin fee / account holder | $1,637 | $4,667-64.9% | $6,675-75.5% | $4,888-66.5% |