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 | $129,014 | $163,101-20.9% | $136,749-5.7% | $142,382-9.4% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 66.01% | 27.54%+38.5pp | 24.33%+41.7pp | 217.08%-151.1pp |
| Employer contribution / active EE | $1,643 | $4,117-60.1% | $3,400-51.7% | $4,299-61.8% |
| Participant deferral / active EE | $2,056 | $5,585-63.2% | $4,692-56.2% | $6,507-68.4% |
| Admin fee / account holder | $12,058 | $14,318-15.8% | $11,386+5.9% | $12,624-4.5% |