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 8-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 | $133,691 | $105,931+26.2% | $81,930+63.2% | $158,922-15.9% |
| Participation rate | 84.2% | 75.6%+8.6pp | 72.0%+12.2pp | 82.0%+2.3pp |
| Annual return | 24.68% | 38.17%-13.5pp | 29.49%-4.8pp | 302.83%-278.1pp |
| Employer contribution / active EE | $769 | $7,800-90.1% | $4,310-82.2% | $4,761-83.9% |
| Participant deferral / active EE | $5,034 | $13,003-61.3% | $7,107-29.2% | $5,982-15.8% |
| Admin fee / account holder | $678 | $8,489-92.0% | $5,158-86.9% | $11,246-94.0% |