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 | $69,149 | $102,966-32.8% | $90,281-23.4% | $152,861-54.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.06% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,316 | $3,139-26.2% | $2,854-18.9% | $4,762-51.4% |
| Participant deferral / active EE | $3,191 | $4,281-25.5% | $3,885-17.9% | $5,850-45.4% |
| Admin fee / account holder | $4,738 | $6,171-23.2% | $5,351-11.5% | $11,596-59.1% |