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 | $85,353 | $217,402-60.7% | $185,823-54.1% | $167,490-49.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 25.12% | 148.36%-123.2pp | 122.05%-96.9pp | 478.56%-453.4pp |
| Employer contribution / active EE | $5,302 | $5,873-9.7% | $5,167+2.6% | $4,837+9.6% |
| Participant deferral / active EE | $7,902 | $6,356+24.3% | $5,568+41.9% | $6,341+24.6% |
| Admin fee / account holder | $611 | $19,811-96.9% | $16,237-96.2% | $12,309-95.0% |