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 | $136,580 | $198,466-31.2% | $170,442-19.9% | $147,584-7.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.40% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $7,728 | $6,184+25.0% | $5,433+42.3% | $4,876+58.5% |
| Participant deferral / active EE | $6,267 | $5,629+11.3% | $4,939+26.9% | $5,439+15.2% |
| Admin fee / account holder | $15,732 | $16,852-6.6% | $13,880+13.3% | $10,885+44.5% |