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 | $64,439 | $71,883-10.4% | $86,677-25.7% | $68,494-5.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.42% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,822 | $2,173+29.9% | $2,836-0.5% | $2,596+8.7% |
| Participant deferral / active EE | $2,599 | $3,779-31.2% | $4,656-44.2% | $4,027-35.5% |
| Admin fee / account holder | $708 | $6,112-88.4% | $7,493-90.6% | $5,403-86.9% |