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 | $80,671 | $135,952-40.7% | $123,892-34.9% | $273,961-70.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.66% | 56.63%-41.0pp | 47.52%-31.9pp | 41.45%-25.8pp |
| Employer contribution / active EE | $29,015 | $5,170+461.2% | $4,617+528.4% | $4,869+495.9% |
| Participant deferral / active EE | $19,373 | $6,343+205.4% | $5,984+223.7% | $5,287+266.4% |
| Admin fee / account holder | $481 | $9,817-95.1% | $8,357-94.3% | $10,132-95.3% |