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 | $111,178 | $112,881-1.5% | $90,951+22.2% | $158,922-30.0% |
| Participation rate | 89.5% | 74.7%+14.7pp | 69.0%+20.5pp | 82.0%+7.5pp |
| Annual return | 13.86% | 215.79%-201.9pp | 134.60%-120.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,190 | $4,128-46.9% | $3,373-35.1% | $5,982-63.4% |
| Admin fee / account holder | $843 | $8,041-89.5% | $5,959-85.9% | $11,246-92.5% |