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.)
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 | $127,041 | $73,933+71.8% | $96,683+31.4% | $75,163+69.0% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 25.09% | 26.70%-1.6pp | 35.69%-10.6pp | 160.62%-135.5pp |
| Employer contribution / active EE | $2,104 | $2,928-28.1% | $3,737-43.7% | $2,670-21.2% |
| Participant deferral / active EE | $6,029 | $3,659+64.8% | $4,878+23.6% | $4,125+46.2% |
| Admin fee / account holder | $1,739 | $5,216-66.7% | $6,730-74.2% | $5,651-69.2% |