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 | $87,855 | $148,534-40.9% | $135,903-35.4% | $139,434-37.0% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 31.00% | 79.19%-48.2pp | 68.23%-37.2pp | 372.94%-341.9pp |
| Employer contribution / active EE | $6,158 | $5,243+17.5% | $4,856+26.8% | $4,751+29.6% |
| Participant deferral / active EE | $11,432 | $8,100+41.1% | $7,758+47.4% | $6,710+70.4% |
| Admin fee / account holder | $5,311 | $12,400-57.2% | $10,762-50.6% | $11,403-53.4% |