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 | $130,085 | $165,335-21.3% | $149,696-13.1% | $158,922-18.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.71% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,005 | $5,103-41.1% | $4,644-35.3% | $4,761-36.9% |
| Participant deferral / active EE | $5,301 | $7,181-26.2% | $6,842-22.5% | $5,982-11.4% |
| Admin fee / account holder | $22,912 | $10,807+112.0% | $9,309+146.1% | $11,246+103.7% |