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 | $142,859 | $126,574+12.9% | $106,213+34.5% | $145,922-2.1% |
| Participation rate | 70.6% | 77.6%-7.0pp | 75.3%-4.7pp | 80.3%-9.7pp |
| Annual return | 14.07% | 224.79%-210.7pp | 116.14%-102.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,049 | $3,730-45.1% | $3,171-35.4% | $4,660-56.0% |
| Participant deferral / active EE | $3,777 | $5,724-34.0% | $5,016-24.7% | $6,688-43.5% |
| Admin fee / account holder | $24,726 | $17,304+42.9% | $11,033+124.1% | $13,397+84.6% |