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 | $132,633 | $179,726-26.2% | $156,263-15.1% | $142,382-6.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 13.72% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,360 | $5,069+64.9% | $4,333+92.9% | $4,299+94.4% |
| Participant deferral / active EE | $6,060 | $6,956-12.9% | $6,158-1.6% | $6,507-6.9% |
| Admin fee / account holder | $7,029 | $17,272-59.3% | $14,255-50.7% | $12,624-44.3% |