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 | $122,422 | $107,334+14.1% | $92,893+31.8% | $152,861-19.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 20.94% | 145.58%-124.6pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $846 | $4,221-80.0% | $3,653-76.8% | $4,762-82.2% |
| Participant deferral / active EE | $3,075 | $4,845-36.5% | $4,236-27.4% | $5,850-47.4% |
| Admin fee / account holder | $34,841 | $7,079+392.2% | $5,794+501.3% | $11,596+200.4% |