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 5-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 | $39,313 | $59,805-34.3% | $79,550-50.6% | $68,494-42.6% |
| Participation rate | 88.1% | 61.1%+27.0pp | 69.5%+18.6pp | 67.9%+20.2pp |
| Annual return | -20.09% | -12.30%-7.8pp | 0.16%-20.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,634 | $1,505+75.0% | $2,413+9.2% | $2,596+1.5% |
| Participant deferral / active EE | $4,040 | $3,024+33.6% | $3,985+1.4% | $4,027+0.3% |
| Admin fee / account holder | $312 | $4,835-93.5% | $6,832-95.4% | $5,403-94.2% |