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 | $86,313 | $102,966-16.2% | $90,281-4.4% | $152,861-43.5% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 22.42% | 95.16%-72.7pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,686 | $3,139-14.4% | $2,854-5.9% | $4,762-43.6% |
| Participant deferral / active EE | $6,328 | $4,281+47.8% | $3,885+62.9% | $5,850+8.2% |
| Admin fee / account holder | $1,245 | $6,171-79.8% | $5,351-76.7% | $11,596-89.3% |