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 | $128,458 | $98,463+30.5% | $119,258+7.7% | $85,850+49.6% |
| Participation rate | 94.1% | 77.6%+16.5pp | 82.7%+11.4pp | 69.3%+24.8pp |
| Annual return | 13.14% | 38.53%-25.4pp | 30.69%-17.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $5,147 | $3,698+39.2% | $4,384+17.4% | $2,565+100.7% |
| Participant deferral / active EE | $4,855 | $4,942-1.8% | $6,111-20.6% | $3,952+22.9% |
| Admin fee / account holder | $3,308 | $7,493-55.9% | $7,226-54.2% | $6,260-47.2% |