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 | $125,746 | $115,770+8.6% | $101,248+24.2% | $158,922-20.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 22.69% | 56.14%-33.4pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,389 | $4,175-66.7% | $3,660-62.0% | $4,761-70.8% |
| Participant deferral / active EE | $3,116 | $4,957-37.1% | $4,370-28.7% | $5,982-47.9% |
| Admin fee / account holder | $520 | $7,245-92.8% | $5,945-91.3% | $11,246-95.4% |