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 | $140,674 | $228,332-38.4% | $185,823-24.3% | $158,922-11.5% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 20.12% | 40.80%-20.7pp | 35.95%-15.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $10,846 | $4,967+118.4% | $4,087+165.3% | $4,761+127.8% |
| Participant deferral / active EE | $10,079 | $6,415+57.1% | $5,632+79.0% | $5,982+68.5% |
| Admin fee / account holder | $456 | $11,864-96.2% | $9,500-95.2% | $11,246-95.9% |