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 9-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 | $135,461 | $178,174-24.0% | $156,181-13.3% | $137,256-1.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 9.79% | 84.19%-74.4pp | 64.87%-55.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $4,161 | $4,972-16.3% | $4,294-3.1% | $4,156+0.1% |
| Participant deferral / active EE | $6,374 | $6,888-7.5% | $6,132+3.9% | $6,407-0.5% |
| Admin fee / account holder | $55,847 | $17,404+220.9% | $14,586+282.9% | $12,270+355.1% |