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 | $23,652 | $60,229-60.7% | $90,749-73.9% | - |
| Participation rate | 80.8% | 66.7%+14.2pp | 75.7%+5.1pp | - |
| Annual return | -18.46% | -8.37%-10.1pp | -12.16%-6.3pp | - |
| Employer contribution / active EE | $3,858 | $1,436+168.8% | $2,921+32.1% | - |
| Participant deferral / active EE | $6,153 | $3,579+71.9% | $4,564+34.8% | - |
| Admin fee / account holder | $1,582 | $2,834-44.2% | $8,445-81.3% | - |