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 | $128,132 | $175,202-26.9% | $149,673-14.4% | $139,434-8.1% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 19.26% | 166.71%-147.4pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,530 | $5,474-53.8% | $4,818-47.5% | $4,751-46.7% |
| Participant deferral / active EE | $6,583 | $6,519+1.0% | $5,680+15.9% | $6,710-1.9% |
| Admin fee / account holder | $470 | $16,150-97.1% | $13,210-96.4% | $11,403-95.9% |