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 | $15,846 | $177,572-91.1% | $154,803-89.8% | $142,382-88.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 11.91% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $10,490 | $4,810+118.1% | $4,305+143.6% | $4,299+144.0% |
| Participant deferral / active EE | $13,165 | $6,272+109.9% | $5,540+137.6% | $6,507+102.3% |
| Admin fee / account holder | $422,430 | $16,786+2416.6% | $14,329+2848.1% | $12,624+3246.3% |