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 | $31,686 | $211,958-85.1% | $169,463-81.3% | $135,375-76.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.36% | 3.26%-15.6pp | 1.83%-14.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,249 | $5,120-75.6% | $4,159-70.0% | $4,779-73.9% |
| Participant deferral / active EE | $9,301 | $6,075+53.1% | $5,277+76.3% | $5,609+65.8% |
| Admin fee / account holder | $4,979 | $11,471-56.6% | $9,109-45.3% | $10,827-54.0% |