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 | $46,490 | $77,813-40.3% | $123,544-62.4% | $64,186-27.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.52% | 12.48%-21.0pp | 119.20%-127.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,795 | $3,014-7.3% | $4,628-39.6% | $2,381+17.4% |
| Participant deferral / active EE | $4,200 | $5,240-19.9% | $6,426-34.6% | $3,470+21.0% |
| Admin fee / account holder | $1,235 | $5,519-77.6% | $9,284-86.7% | $4,888-74.7% |