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 4-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 | $3,363 | $24,730-86.4% | $66,042-94.9% | $84,808-96.0% |
| Participation rate | 74.2% | 68.1%+6.1pp | 67.5%+6.7pp | 68.3%+5.9pp |
| Annual return | -9.82% | 79.55%-89.4pp | 52.11%-61.9pp | 40.90%-50.7pp |
| Employer contribution / active EE | $427 | $857-50.2% | $1,579-73.0% | $2,631-83.8% |
| Participant deferral / active EE | $1,224 | $1,737-29.5% | $2,835-56.8% | $4,212-70.9% |
| Admin fee / account holder | $947 | $3,014-68.6% | $5,747-83.5% | $7,344-87.1% |