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 | $91,756 | $112,096-18.1% | $95,952-4.4% | $158,922-42.3% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 28.02% | 171.09%-143.1pp | 91.61%-63.6pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,961 | $3,198-7.4% | $2,541+16.5% | $4,761-37.8% |
| Participant deferral / active EE | $5,033 | $4,784+5.2% | $4,167+20.8% | $5,982-15.9% |
| Admin fee / account holder | $5,138 | $10,130-49.3% | $6,795-24.4% | $11,246-54.3% |