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 | $80,830 | $99,652-18.9% | $78,778+2.6% | $147,584-45.2% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 13.06% | 47.28%-34.2pp | 35.62%-22.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,083 | $2,796-61.3% | $1,986-45.5% | $4,876-77.8% |
| Participant deferral / active EE | $3,827 | $3,664+4.5% | $2,958+29.4% | $5,439-29.6% |
| Admin fee / account holder | $638 | $7,155-91.1% | $5,134-87.6% | $10,885-94.1% |