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 | $78,251 | $102,966-24.0% | $90,281-13.3% | $152,861-48.8% |
| Participation rate | 95.5% | 75.9%+19.6pp | 73.3%+22.2pp | 82.4%+13.0pp |
| Annual return | 28.69% | 95.16%-66.5pp | 78.10%-49.4pp | 345.32%-316.6pp |
| Employer contribution / active EE | $3,619 | $3,139+15.3% | $2,854+26.8% | $4,762-24.0% |
| Participant deferral / active EE | $7,142 | $4,281+66.8% | $3,885+83.8% | $5,850+22.1% |
| Admin fee / account holder | $644 | $6,171-89.6% | $5,351-88.0% | $11,596-94.4% |