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 | $107,899 | $112,096-3.7% | $95,952+12.5% | $158,922-32.1% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 12.15% | 171.09%-158.9pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,672 | $3,198-47.7% | $2,541-34.2% | $4,761-64.9% |
| Participant deferral / active EE | $2,505 | $4,784-47.6% | $4,167-39.9% | $5,982-58.1% |
| Admin fee / account holder | $19,764 | $10,130+95.1% | $6,795+190.8% | $11,246+75.7% |