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 | $76,096 | $74,888+1.6% | $71,209+6.9% | $142,382-46.6% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 20.79% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,646 | $2,854-42.3% | $2,721-39.5% | $4,299-61.7% |
| Participant deferral / active EE | $5,049 | $4,454+13.3% | $4,175+20.9% | $6,507-22.4% |
| Admin fee / account holder | $1,453 | $5,568-73.9% | $5,349-72.8% | $12,624-88.5% |