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 | $87,613 | $73,867+18.6% | $143,757-39.1% | $68,494+27.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.55% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,939 | $3,184+55.1% | $4,951-0.2% | $2,596+90.2% |
| Participant deferral / active EE | $4,186 | $3,384+23.7% | $5,637-25.7% | $4,027+4.0% |
| Admin fee / account holder | $1,762 | $5,755-69.4% | $14,673-88.0% | $5,403-67.4% |