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 | $101,804 | $209,411-51.4% | $178,490-43.0% | $158,922-35.9% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 16.22% | 188.75%-172.5pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,559 | $5,706-72.7% | $5,011-68.9% | $4,761-67.2% |
| Participant deferral / active EE | $5,820 | $5,954-2.3% | $5,202+11.9% | $5,982-2.7% |
| Admin fee / account holder | $4,378 | $17,074-74.4% | $13,984-68.7% | $11,246-61.1% |