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 | $145,849 | $180,449-19.2% | $154,107-5.4% | $135,375+7.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 3.89% | 888.09%-884.2pp | 735.12%-731.2pp | 519.73%-515.8pp |
| Employer contribution / active EE | $1,858 | $6,035-69.2% | $5,298-64.9% | $4,779-61.1% |
| Participant deferral / active EE | $4,304 | $5,806-25.9% | $5,081-15.3% | $5,609-23.3% |
| Admin fee / account holder | $1,086 | $16,143-93.3% | $13,411-91.9% | $10,827-90.0% |