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 | $59,503 | $105,181-43.4% | $159,436-62.7% | $85,850-30.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.55% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $3,217 | $3,318-3.0% | $4,829-33.4% | $2,565+25.4% |
| Participant deferral / active EE | $8,840 | $5,945+48.7% | $7,352+20.2% | $3,952+123.7% |
| Admin fee / account holder | $2,847 | $6,933-58.9% | $10,799-73.6% | $6,260-54.5% |