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 4-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 | $123,488 | $159,602-22.6% | $150,045-17.7% | $142,382-13.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.20% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $14,344 | $4,961+189.2% | $4,693+205.6% | $4,299+233.6% |
| Participant deferral / active EE | $17,670 | $8,310+112.6% | $7,997+121.0% | $6,507+171.5% |
| Admin fee / account holder | $613 | $14,846-95.9% | $13,435-95.4% | $12,624-95.1% |