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 6-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 | $54,208 | $82,286-34.1% | $68,791-21.2% | $134,475-59.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.24% | -2.19%-20.0pp | -6.38%-15.9pp | 417.96%-440.2pp |
| Employer contribution / active EE | $820 | $3,301-75.2% | $2,655-69.1% | $4,740-82.7% |
| Participant deferral / active EE | $20,500 | $4,739+332.6% | $3,941+420.2% | $6,400+220.3% |
| Admin fee / account holder | $499 | $6,481-92.3% | $4,932-89.9% | $11,426-95.6% |