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 | $58,263 | $54,229+7.4% | $70,092-16.9% | $68,494-14.9% |
| Participation rate | 76.3% | 64.5%+11.8pp | 70.5%+5.8pp | 67.9%+8.4pp |
| Annual return | -19.47% | -13.87%-5.6pp | 190.73%-210.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,268 | $2,018+61.9% | $2,559+27.7% | $2,596+25.9% |
| Participant deferral / active EE | $6,979 | $2,956+136.1% | $3,849+81.3% | $4,027+73.3% |
| Admin fee / account holder | $2,083 | $4,694-55.6% | $6,267-66.8% | $5,403-61.4% |