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 | $127,646 | $116,167+9.9% | $64,489+97.9% | $137,256-7.0% |
| Participation rate | 86.7% | 68.2%+18.5pp | 67.7%+19.0pp | 80.0%+6.7pp |
| Annual return | 20.59% | 36.55%-16.0pp | 55.03%-34.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,087 | $2,483-16.0% | $1,523+37.0% | $4,156-49.8% |
| Participant deferral / active EE | $3,583 | $4,215-15.0% | $2,778+29.0% | $6,407-44.1% |
| Admin fee / account holder | $1,914 | $6,188-69.1% | $4,260-55.1% | $12,270-84.4% |