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 | $89,114 | $105,998-15.9% | $92,233-3.4% | $147,584-39.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 17.42% | 50.05%-32.6pp | 176.28%-158.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,031 | $4,333-53.1% | $3,679-44.8% | $4,876-58.3% |
| Participant deferral / active EE | $4,303 | $4,478-3.9% | $3,897+10.4% | $5,439-20.9% |
| Admin fee / account holder | $1,646 | $6,332-74.0% | $5,194-68.3% | $10,885-84.9% |