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 | $99,172 | $111,814-11.3% | $103,374-4.1% | $145,959-32.1% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 18.99% | 24.77%-5.8pp | 24.89%-5.9pp | 561.95%-543.0pp |
| Employer contribution / active EE | $3,616 | $4,214-14.2% | $3,869-6.5% | $4,661-22.4% |
| Participant deferral / active EE | $8,862 | $5,618+57.7% | $5,058+75.2% | $6,689+32.5% |
| Admin fee / account holder | $1,861 | $9,754-80.9% | $8,394-77.8% | $13,398-86.1% |