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 | $46,353 | $154,117-69.9% | $129,995-64.3% | $139,434-66.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -0.67% | 32.48%-33.1pp | -137.18%+136.5pp | 372.94%-373.6pp |
| Employer contribution / active EE | $3,475 | $5,289-34.3% | $4,320-19.5% | $4,751-26.8% |
| Participant deferral / active EE | $4,845 | $6,710-27.8% | $5,820-16.7% | $6,710-27.8% |
| Admin fee / account holder | $8,016 | $14,007-42.8% | $10,614-24.5% | $11,403-29.7% |