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 | $127,310 | $165,335-23.0% | $149,696-15.0% | $158,922-19.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.10% | 348.15%-334.0pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,228 | $5,103-56.3% | $4,644-52.0% | $4,761-53.2% |
| Participant deferral / active EE | $3,630 | $7,181-49.4% | $6,842-46.9% | $5,982-39.3% |
| Admin fee / account holder | $536 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |