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 | $127,747 | $183,519-30.4% | $155,509-17.9% | $145,922-12.5% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 14.52% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $6,900 | $5,313+29.9% | $4,672+47.7% | $4,660+48.1% |
| Participant deferral / active EE | $7,106 | $6,462+10.0% | $5,626+26.3% | $6,688+6.3% |
| Admin fee / account holder | $4,429 | $19,313-77.1% | $15,912-72.2% | $13,397-66.9% |