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 | $126,966 | $183,592-30.8% | $155,567-18.4% | $145,959-13.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.2pp |
| Employer contribution / active EE | $4,075 | $5,315-23.3% | $4,674-12.8% | $4,661-12.6% |
| Participant deferral / active EE | $21,325 | $6,464+229.9% | $5,628+278.9% | $6,689+218.8% |
| Admin fee / account holder | $1,775 | $19,318-90.8% | $15,916-88.9% | $13,398-86.8% |