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 | $51,275 | $82,664-38.0% | $125,339-59.1% | $68,494-25.1% |
| Participation rate | 98.5% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -22.24% | -5.97%-16.3pp | 572.05%-594.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $4,972 | $3,381+47.0% | $4,814+3.3% | $2,596+91.5% |
| Participant deferral / active EE | $5,932 | $6,110-2.9% | $7,446-20.3% | $4,027+47.3% |
| Admin fee / account holder | $1,635 | $6,275-73.9% | $10,010-83.7% | $5,403-69.7% |