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 | $23,702 | $82,664-71.3% | $125,339-81.1% | $68,494-65.4% |
| Participation rate | 89.1% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.2pp |
| Annual return | -23.45% | -5.97%-17.5pp | 572.05%-595.5pp | -7.84%-15.6pp |
| Employer contribution / active EE | $3,652 | $3,381+8.0% | $4,814-24.1% | $2,596+40.7% |
| Participant deferral / active EE | $9,982 | $6,110+63.4% | $7,446+34.0% | $4,027+147.9% |
| Admin fee / account holder | $385 | $6,275-93.9% | $10,010-96.2% | $5,403-92.9% |