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 | $83,395 | $110,809-24.7% | $86,874-4.0% | $167,490-50.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.35% | 116.98%-116.6pp | 63.52%-63.2pp | 478.56%-478.2pp |
| Employer contribution / active EE | $1,058 | $3,244-67.4% | $2,495-57.6% | $4,837-78.1% |
| Participant deferral / active EE | $2,882 | $4,546-36.6% | $3,699-22.1% | $6,341-54.5% |
| Admin fee / account holder | $5,070 | $8,415-39.7% | $5,828-13.0% | $12,309-58.8% |