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 | $101,485 | $198,466-48.9% | $170,442-40.5% | $147,584-31.2% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 18.79% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,781 | $6,184-22.7% | $5,433-12.0% | $4,876-2.0% |
| Participant deferral / active EE | $5,431 | $5,629-3.5% | $4,939+9.9% | $5,439-0.2% |
| Admin fee / account holder | $18,926 | $16,852+12.3% | $13,880+36.4% | $10,885+73.9% |