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 | $137,076 | $148,534-7.7% | $135,903+0.9% | $139,434-1.7% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 17.40% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,627 | $5,243-49.9% | $4,856-45.9% | $4,751-44.7% |
| Participant deferral / active EE | $8,108 | $8,100+0.1% | $7,758+4.5% | $6,710+20.8% |
| Admin fee / account holder | $686 | $12,400-94.5% | $10,762-93.6% | $11,403-94.0% |