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 | $22,940 | $57,354-60.0% | $83,848-72.6% | $64,186-64.3% |
| Participation rate | 89.1% | 68.6%+20.5pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | -8.65% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,503 | $2,545-41.0% | $3,631-58.6% | $2,381-36.9% |
| Participant deferral / active EE | $3,143 | $2,993+5.0% | $4,082-23.0% | $3,470-9.4% |
| Admin fee / account holder | $402 | $4,046-90.1% | $5,478-92.7% | $4,888-91.8% |