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 8-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 | $123,160 | $159,602-22.8% | $150,045-17.9% | $142,382-13.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 9.50% | 70.24%-60.7pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,368 | $4,961-32.1% | $4,693-28.2% | $4,299-21.7% |
| Participant deferral / active EE | $8,460 | $8,310+1.8% | $7,997+5.8% | $6,507+30.0% |
| Admin fee / account holder | $653 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |