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 | $28,712 | $76,000-62.2% | $154,107-81.4% | $64,186-55.3% |
| Participation rate | 76.7% | 70.4%+6.3pp | 83.0%-6.4pp | 69.6%+7.1pp |
| Annual return | -8.38% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,626 | $3,351-51.5% | $5,298-69.3% | $2,381-31.7% |
| Participant deferral / active EE | $3,018 | $3,175-5.0% | $5,081-40.6% | $3,470-13.0% |
| Admin fee / account holder | $1,195 | $5,596-78.7% | $13,411-91.1% | $4,888-75.6% |