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 9-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 | $130,559 | $159,901-18.3% | $146,958-11.2% | $145,922-10.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,162 | $5,286-40.2% | $4,933-35.9% | $4,660-32.1% |
| Participant deferral / active EE | $3,670 | $8,428-56.5% | $8,070-54.5% | $6,688-45.1% |
| Admin fee / account holder | $907 | $15,044-94.0% | $12,998-93.0% | $13,397-93.2% |