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 | $152,033 | $197,591-23.1% | $177,821-14.5% | $158,922-4.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 14.83% | 58.76%-43.9pp | 48.32%-33.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,266 | $6,697-66.2% | $5,918-61.7% | $4,761-52.4% |
| Participant deferral / active EE | $10,468 | $8,405+24.6% | $7,714+35.7% | $5,982+75.0% |
| Admin fee / account holder | $316 | $15,399-97.9% | $12,427-97.5% | $11,246-97.2% |