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 | $100,931 | $168,632-40.1% | $147,614-31.6% | $125,391-19.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.66% | 77.65%-72.0pp | 61.98%-56.3pp | 282.22%-276.6pp |
| Employer contribution / active EE | $2,948 | $6,252-52.8% | $5,564-47.0% | $4,866-39.4% |
| Participant deferral / active EE | $7,229 | $5,507+31.3% | $4,895+47.7% | $5,352+35.1% |
| Admin fee / account holder | $1,929 | $13,580-85.8% | $11,611-83.4% | $9,540-79.8% |