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 | $122,035 | $201,272-39.4% | $184,203-33.7% | $145,922-16.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.71% | 29.00%-9.3pp | 28.81%-9.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $3,000 | $7,022-57.3% | $6,427-53.3% | $4,660-35.6% |
| Participant deferral / active EE | $17,200 | $9,806+75.4% | $9,131+88.4% | $6,688+157.2% |
| Admin fee / account holder | $1,181 | $16,364-92.8% | $13,901-91.5% | $13,397-91.2% |