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 | $125,759 | $183,963-31.6% | $162,163-22.4% | $152,861-17.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.81% | 150.76%-123.9pp | 115.59%-88.8pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,773 | $6,371-40.8% | $5,614-32.8% | $4,762-20.8% |
| Participant deferral / active EE | $8,324 | $8,034+3.6% | $7,298+14.1% | $5,850+42.3% |
| Admin fee / account holder | $509 | $13,121-96.1% | $10,843-95.3% | $11,596-95.6% |