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 | $120,892 | $180,449-33.0% | $154,107-21.6% | $135,375-10.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.68% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,529 | $6,035-74.7% | $5,298-71.1% | $4,779-68.0% |
| Participant deferral / active EE | $6,115 | $5,806+5.3% | $5,081+20.4% | $5,609+9.0% |
| Admin fee / account holder | $434 | $16,143-97.3% | $13,411-96.8% | $10,827-96.0% |