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 | $74,621 | $73,867+1.0% | $143,757-48.1% | $68,494+8.9% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -29.60% | 1.01%-30.6pp | -0.04%-29.6pp | -7.84%-21.8pp |
| Employer contribution / active EE | $4,159 | $3,184+30.6% | $4,951-16.0% | $2,596+60.2% |
| Participant deferral / active EE | $2,804 | $3,384-17.1% | $5,637-50.3% | $4,027-30.4% |
| Admin fee / account holder | $1,918 | $5,755-66.7% | $14,673-86.9% | $5,403-64.5% |