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 | $94,370 | $95,971-1.7% | $74,550+26.6% | $135,375-30.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.86% | 56.96%-66.8pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $970 | $2,716-64.3% | $1,961-50.5% | $4,779-79.7% |
| Participant deferral / active EE | $2,473 | $3,843-35.7% | $3,108-20.4% | $5,609-55.9% |
| Admin fee / account holder | $3,557 | $6,522-45.5% | $5,060-29.7% | $10,827-67.1% |