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 | $112,499 | $112,881-0.3% | $90,951+23.7% | $158,922-29.2% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 19.94% | 215.79%-195.9pp | 134.60%-114.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,155 | $2,893-25.5% | $2,122+1.6% | $4,761-54.7% |
| Participant deferral / active EE | $6,475 | $4,128+56.9% | $3,373+92.0% | $5,982+8.2% |
| Admin fee / account holder | $1,300 | $8,041-83.8% | $5,959-78.2% | $11,246-88.4% |