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 | $17,499 | $59,805-70.7% | $79,550-78.0% | $68,494-74.5% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.5%+6.4pp | 67.9%+8.0pp |
| Annual return | -20.05% | -12.30%-7.8pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $605 | $1,505-59.8% | $2,413-74.9% | $2,596-76.7% |
| Participant deferral / active EE | $3,021 | $3,024-0.1% | $3,985-24.2% | $4,027-25.0% |
| Admin fee / account holder | $973 | $4,835-79.9% | $6,832-85.8% | $5,403-82.0% |