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 | $54,745 | $167,307-67.3% | $143,757-61.9% | $134,475-59.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.20% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,880 | $5,619-66.5% | $4,951-62.0% | $4,740-60.3% |
| Participant deferral / active EE | $5,018 | $6,446-22.2% | $5,637-11.0% | $6,400-21.6% |
| Admin fee / account holder | $798 | $18,088-95.6% | $14,673-94.6% | $11,426-93.0% |