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 | $133,755 | $148,534-10.0% | $135,903-1.6% | $139,434-4.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 14.82% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $4,356 | $5,243-16.9% | $4,856-10.3% | $4,751-8.3% |
| Participant deferral / active EE | $9,131 | $8,100+12.7% | $7,758+17.7% | $6,710+36.1% |
| Admin fee / account holder | $17,449 | $12,400+40.7% | $10,762+62.1% | $11,403+53.0% |