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 | $136,264 | $148,534-8.3% | $135,903+0.3% | $139,434-2.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.03% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,407 | $5,243-35.0% | $4,856-29.9% | $4,751-28.3% |
| Participant deferral / active EE | $9,272 | $8,100+14.5% | $7,758+19.5% | $6,710+38.2% |
| Admin fee / account holder | $2,298 | $12,400-81.5% | $10,762-78.6% | $11,403-79.8% |