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 | $80,419 | $107,334-25.1% | $92,893-13.4% | $152,861-47.4% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 26.74% | 145.58%-118.8pp | 109.41%-82.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,879 | $4,221-31.8% | $3,653-21.2% | $4,762-39.6% |
| Participant deferral / active EE | $7,711 | $4,845+59.2% | $4,236+82.0% | $5,850+31.8% |
| Admin fee / account holder | $5,303 | $7,079-25.1% | $5,794-8.5% | $11,596-54.3% |