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 | $94,411 | $159,901-41.0% | $146,958-35.8% | $145,922-35.3% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 14.97% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,815 | $5,286-27.8% | $4,933-22.7% | $4,660-18.1% |
| Participant deferral / active EE | $8,133 | $8,428-3.5% | $8,070+0.8% | $6,688+21.6% |
| Admin fee / account holder | $4,780 | $15,044-68.2% | $12,998-63.2% | $13,397-64.3% |