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 | $110,515 | $165,335-33.2% | $149,696-26.2% | $158,922-30.5% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 18.10% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $4,321 | $5,103-15.3% | $4,644-7.0% | $4,761-9.2% |
| Participant deferral / active EE | $3,177 | $7,181-55.8% | $6,842-53.6% | $5,982-46.9% |
| Admin fee / account holder | $2,493 | $10,807-76.9% | $9,309-73.2% | $11,246-77.8% |