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 | $81,164 | $165,912-51.1% | $122,332-33.7% | $147,584-45.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 34.55%-15.8pp | 30.27%-11.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $8,073 | $5,754+40.3% | $4,050+99.3% | $4,876+65.6% |
| Participant deferral / active EE | $4,965 | $4,005+24.0% | $3,287+51.1% | $5,439-8.7% |
| Admin fee / account holder | $1,163 | $7,424-84.3% | $5,478-78.8% | $10,885-89.3% |