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 | $20,134 | $75,828-73.4% | $147,614-86.4% | $59,632-66.2% |
| Participation rate | 94.7% | 71.6%+23.2pp | 84.6%+10.1pp | 68.7%+26.1pp |
| Annual return | -4.00% | 0.37%-4.4pp | 61.98%-66.0pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $2,940 | $3,485-15.6% | $5,564-47.2% | $2,203+33.5% |
| Participant deferral / active EE | $3,463 | $3,130+10.6% | $4,895-29.3% | $3,192+8.5% |
| Admin fee / account holder | $1,275 | $5,985-78.7% | $11,611-89.0% | $4,297-70.3% |