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 | $117,408 | $144,119-18.5% | $117,854-0.4% | $147,584-20.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 21.88% | 531.15%-509.3pp | 335.08%-313.2pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,865 | $4,896-61.9% | $3,786-50.7% | $4,876-61.8% |
| Participant deferral / active EE | $5,563 | $5,316+4.7% | $4,482+24.1% | $5,439+2.3% |
| Admin fee / account holder | $2,127 | $10,886-80.5% | $8,020-73.5% | $10,885-80.5% |