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 | $36,637 | $152,587-76.0% | $125,175-70.7% | $152,861-76.0% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.4%+13.2pp |
| Annual return | -0.25% | 54.84%-55.1pp | 43.79%-44.0pp | 345.32%-345.6pp |
| Employer contribution / active EE | $1,357 | $4,946-72.6% | $3,865-64.9% | $4,762-71.5% |
| Participant deferral / active EE | $2,082 | $5,868-64.5% | $4,937-57.8% | $5,850-64.4% |
| Admin fee / account holder | $1,145 | $13,434-91.5% | $9,702-88.2% | $11,596-90.1% |