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 10-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 | $24,184 | $42,894-43.6% | $60,874-60.3% | $68,494-64.7% |
| Participation rate | 70.7% | 66.8%+3.9pp | 73.1%-2.4pp | 67.9%+2.8pp |
| Annual return | -21.76% | -13.98%-7.8pp | 16.90%-38.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $523 | $1,978-73.6% | $2,701-80.6% | $2,596-79.8% |
| Participant deferral / active EE | $3,459 | $2,867+20.7% | $3,817-9.4% | $4,027-14.1% |
| Admin fee / account holder | $1,616 | $3,101-47.9% | $3,224-49.9% | $5,403-70.1% |