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 | $52,315 | $133,958-60.9% | $112,228-53.4% | $134,475-61.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -20.96% | 47.11%-68.1pp | 27.45%-48.4pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,963 | $4,038-1.9% | $3,635+9.0% | $4,740-16.4% |
| Participant deferral / active EE | $6,292 | $5,291+18.9% | $4,728+33.1% | $6,400-1.7% |
| Admin fee / account holder | $787 | $7,489-89.5% | $6,410-87.7% | $11,426-93.1% |