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 | $73,227 | $178,174-58.9% | $156,181-53.1% | $137,256-46.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 20.32% | 84.19%-63.9pp | 64.87%-44.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $5,782 | $4,972+16.3% | $4,294+34.7% | $4,156+39.1% |
| Participant deferral / active EE | $7,551 | $6,888+9.6% | $6,132+23.1% | $6,407+17.9% |
| Admin fee / account holder | $1,195 | $17,404-93.1% | $14,586-91.8% | $12,270-90.3% |