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 | $95,271 | $121,625-21.7% | $104,607-8.9% | $158,922-40.1% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 24.54% | 465.26%-440.7pp | 340.46%-315.9pp | 302.83%-278.3pp |
| Employer contribution / active EE | $2,243 | $3,163-29.1% | $2,681-16.3% | $4,761-52.9% |
| Participant deferral / active EE | $6,831 | $4,177+63.5% | $3,740+82.7% | $5,982+14.2% |
| Admin fee / account holder | $740 | $7,787-90.5% | $6,473-88.6% | $11,246-93.4% |