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 | $112,422 | $166,020-32.3% | $164,866-31.8% | $145,959-23.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.14% | 100.08%-80.9pp | 69.97%-50.8pp | 561.95%-542.8pp |
| Employer contribution / active EE | $2,313 | $5,275-56.2% | $4,343-46.7% | $4,661-50.4% |
| Participant deferral / active EE | $14,570 | $6,961+109.3% | $6,033+141.5% | $6,689+117.8% |
| Admin fee / account holder | $8,919 | $16,644-46.4% | $12,689-29.7% | $13,398-33.4% |