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 | $112,682 | $165,335-31.8% | $149,696-24.7% | $158,922-29.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 17.59% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $9,897 | $5,103+94.0% | $4,644+113.1% | $4,761+107.9% |
| Participant deferral / active EE | $9,669 | $7,181+34.6% | $6,842+41.3% | $5,982+61.6% |
| Admin fee / account holder | $545 | $10,807-95.0% | $9,309-94.1% | $11,246-95.2% |