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 | $112,603 | $80,968+39.1% | $96,544+16.6% | $75,163+49.8% |
| Participation rate | 72.2% | 71.8%+0.5pp | 76.0%-3.7pp | 67.2%+5.0pp |
| Annual return | 106.24% | 27.06%+79.2pp | 25.84%+80.4pp | 160.62%-54.4pp |
| Employer contribution / active EE | $2,137 | $2,282-6.3% | $2,965-27.9% | $2,670-19.9% |
| Participant deferral / active EE | $4,043 | $3,928+2.9% | $4,851-16.7% | $4,125-2.0% |
| Admin fee / account holder | $17,092 | $6,724+154.2% | $8,252+107.1% | $5,651+202.5% |