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 | $133,924 | $114,237+17.2% | $119,258+12.3% | $167,490-20.0% |
| Participation rate | 94.4% | 83.7%+10.7pp | 82.7%+11.7pp | 82.1%+12.3pp |
| Annual return | 16.89% | 29.87%-13.0pp | 30.69%-13.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $5,556 | $4,481+24.0% | $4,384+26.7% | $4,837+14.8% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $324 | $8,932-96.4% | $7,226-95.5% | $12,309-97.4% |