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 | $70,727 | $95,862-26.2% | $79,550-11.1% | $134,475-47.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -27.37% | -2.69%-24.7pp | 0.16%-27.5pp | 417.96%-445.3pp |
| Employer contribution / active EE | $13,888 | $3,128+344.0% | $2,413+475.5% | $4,740+193.0% |
| Participant deferral / active EE | $8,652 | $4,693+84.4% | $3,985+117.1% | $6,400+35.2% |
| Admin fee / account holder | $537 | $9,126-94.1% | $6,832-92.1% | $11,426-95.3% |