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 | $127,975 | $148,534-13.8% | $135,903-5.8% | $139,434-8.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.95% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,326 | $5,243-55.6% | $4,856-52.1% | $4,751-51.0% |
| Participant deferral / active EE | $3,500 | $8,100-56.8% | $7,758-54.9% | $6,710-47.8% |
| Admin fee / account holder | $3,797 | $12,400-69.4% | $10,762-64.7% | $11,403-66.7% |