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 7-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 | $11,241 | $95,862-88.3% | $79,550-85.9% | $134,475-91.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -23.82% | -2.69%-21.1pp | 0.16%-24.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,673 | $3,128-46.5% | $2,413-30.7% | $4,740-64.7% |
| Participant deferral / active EE | $3,073 | $4,693-34.5% | $3,985-22.9% | $6,400-52.0% |
| Admin fee / account holder | $701 | $9,126-92.3% | $6,832-89.7% | $11,426-93.9% |