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 | $91,588 | $111,814-18.1% | $93,654-2.2% | $145,959-37.3% |
| Participation rate | 79.2% | 74.2%+5.0pp | 68.7%+10.4pp | 80.3%-1.1pp |
| Annual return | 10.34% | 203.30%-193.0pp | 133.34%-123.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,424 | $3,092-21.6% | $2,421+0.1% | $4,661-48.0% |
| Participant deferral / active EE | $3,764 | $4,914-23.4% | $4,413-14.7% | $6,689-43.7% |
| Admin fee / account holder | $25,778 | $10,246+151.6% | $8,282+211.2% | $13,398+92.4% |