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 | $141,935 | $180,449-21.3% | $154,107-7.9% | $135,375+4.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 9.20% | 888.09%-878.9pp | 735.12%-725.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $2,680 | $6,035-55.6% | $5,298-49.4% | $4,779-43.9% |
| Participant deferral / active EE | $6,452 | $5,806+11.1% | $5,081+27.0% | $5,609+15.0% |
| Admin fee / account holder | $11,550 | $16,143-28.4% | $13,411-13.9% | $10,827+6.7% |