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 | $49,852 | $57,354-13.1% | $83,848-40.5% | $64,186-22.3% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.6pp | 69.6%+25.2pp |
| Annual return | -10.51% | 11.38%-21.9pp | 850.88%-861.4pp | 7.63%-18.1pp |
| Employer contribution / active EE | $3,821 | $2,545+50.1% | $3,631+5.2% | $2,381+60.5% |
| Participant deferral / active EE | $7,744 | $2,993+158.7% | $4,082+89.7% | $3,470+123.2% |
| Admin fee / account holder | $793 | $4,046-80.4% | $5,478-85.5% | $4,888-83.8% |