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 | $19,523 | $76,000-74.3% | $154,107-87.3% | $64,186-69.6% |
| Participation rate | 98.9% | 70.4%+28.4pp | 83.0%+15.8pp | 69.6%+29.3pp |
| Annual return | -9.16% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,711 | $3,351-48.9% | $5,298-67.7% | $2,381-28.1% |
| Participant deferral / active EE | $2,489 | $3,175-21.6% | $5,081-51.0% | $3,470-28.3% |
| Admin fee / account holder | $942 | $5,596-83.2% | $13,411-93.0% | $4,888-80.7% |