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 | $23,330-85.6% | $64,489-94.8% | $82,448-95.9% |
| Participation rate | 74.2% | 68.3%+6.0pp | 67.7%+6.5pp | 68.1%+6.2pp |
| Annual return | -9.82% | 83.66%-93.5pp | 55.03%-64.8pp | 41.64%-51.5pp |
| Employer contribution / active EE | $427 | $824-48.2% | $1,523-72.0% | $2,551-83.3% |
| Participant deferral / active EE | $1,224 | $1,707-28.3% | $2,778-55.9% | $4,139-70.4% |
| Admin fee / account holder | $947 | $2,946-67.8% | $4,260-77.8% | $7,234-86.9% |