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 | $49,938 | $103,376-51.7% | $87,100-42.7% | $152,861-67.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.09% | 28.10%-2.0pp | 28.19%-2.1pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,339 | $3,220+34.7% | $2,521+72.1% | $4,762-8.9% |
| Participant deferral / active EE | $4,641 | $4,778-2.9% | $4,049+14.6% | $5,850-20.7% |
| Admin fee / account holder | $754 | $12,205-93.8% | $7,497-89.9% | $11,596-93.5% |