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 | $27,755 | $138,065-79.9% | $123,544-77.5% | $135,375-79.5% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -11.89% | 153.68%-165.6pp | 119.20%-131.1pp | 519.73%-531.6pp |
| Employer contribution / active EE | $3,001 | $5,151-41.7% | $4,628-35.2% | $4,779-37.2% |
| Participant deferral / active EE | $11,626 | $6,799+71.0% | $6,426+80.9% | $5,609+107.3% |
| Admin fee / account holder | $1,272 | $10,916-88.3% | $9,284-86.3% | $10,827-88.2% |