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 | $152,835 | $217,402-29.7% | $185,823-17.8% | $167,490-8.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 13.54% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,937 | $5,873-67.0% | $5,167-62.5% | $4,837-60.0% |
| Participant deferral / active EE | $9,673 | $6,356+52.2% | $5,568+73.7% | $6,341+52.5% |
| Admin fee / account holder | $421 | $19,811-97.9% | $16,237-97.4% | $12,309-96.6% |