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 | $117,755 | $126,574-7.0% | $106,213+10.9% | $145,922-19.3% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 11.18% | 224.79%-213.6pp | 116.14%-105.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,244 | $3,730+13.8% | $3,171+33.8% | $4,660-8.9% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,295 | $17,304-92.5% | $11,033-88.3% | $13,397-90.3% |