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 6-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 | $26,198 | $100,754-74.0% | $86,677-69.8% | $134,475-80.5% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -24.15% | 29.04%-53.2pp | 35.91%-60.1pp | 417.96%-442.1pp |
| Employer contribution / active EE | $7,024 | $3,489+101.3% | $2,836+147.6% | $4,740+48.2% |
| Participant deferral / active EE | $16,596 | $5,338+210.9% | $4,656+256.5% | $6,400+159.3% |
| Admin fee / account holder | $2,537 | $10,926-76.8% | $7,493-66.1% | $11,426-77.8% |