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 | $137,745 | $105,859+30.1% | $90,160+52.8% | $147,584-6.7% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 13.48% | 37.63%-24.1pp | 34.88%-21.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,238 | $4,126-21.5% | $3,318-2.4% | $4,876-33.6% |
| Participant deferral / active EE | $4,326 | $5,733-24.5% | $5,288-18.2% | $5,439-20.5% |
| Admin fee / account holder | $1,090 | $8,046-86.5% | $5,943-81.7% | $10,885-90.0% |