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 | $138,621 | $185,822-25.4% | $169,993-18.5% | $139,434-0.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.04% | 60.50%-45.5pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,188 | $7,590-71.2% | $6,785-67.8% | $4,751-54.0% |
| Participant deferral / active EE | $3,470 | $11,622-70.1% | $10,408-66.7% | $6,710-48.3% |
| Admin fee / account holder | $1,128 | $15,381-92.7% | $12,815-91.2% | $11,403-90.1% |