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 | $122,189 | $98,750+23.7% | $149,696-18.4% | $79,858+53.0% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 15.24% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,815 | $3,216-12.5% | $4,644-39.4% | $2,471+13.9% |
| Participant deferral / active EE | $6,952 | $5,680+22.4% | $6,842+1.6% | $3,740+85.9% |
| Admin fee / account holder | $5,873 | $6,053-3.0% | $9,309-36.9% | $5,306+10.7% |