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 | $95,289 | $121,625-21.7% | $104,607-8.9% | $158,922-40.0% |
| Participation rate | 84.6% | 77.5%+7.1pp | 74.1%+10.5pp | 82.0%+2.7pp |
| Annual return | 22.34% | 465.26%-442.9pp | 340.46%-318.1pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,062 | $3,163-34.8% | $2,681-23.1% | $4,761-56.7% |
| Participant deferral / active EE | $4,390 | $4,177+5.1% | $3,740+17.4% | $5,982-26.6% |
| Admin fee / account holder | $323 | $7,787-95.8% | $6,473-95.0% | $11,246-97.1% |