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 | $87,503 | $103,376-15.4% | $87,100+0.5% | $152,861-42.8% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 22.52% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,152 | $3,220+28.9% | $2,521+64.7% | $4,762-12.8% |
| Participant deferral / active EE | $3,123 | $4,778-34.6% | $4,049-22.9% | $5,850-46.6% |
| Admin fee / account holder | $727 | $12,205-94.0% | $7,497-90.3% | $11,596-93.7% |