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 | $130,491 | $111,724+16.8% | $93,606+39.4% | $145,922-10.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 23.40% | 202.98%-179.6pp | 133.20%-109.8pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,899 | $3,090-38.5% | $2,420-21.5% | $4,660-59.2% |
| Participant deferral / active EE | $7,691 | $4,912+56.6% | $4,411+74.3% | $6,688+15.0% |
| Admin fee / account holder | $886 | $10,250-91.4% | $8,285-89.3% | $13,397-93.4% |