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 | $135,594 | $163,101-16.9% | $136,749-0.8% | $142,382-4.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 49.32% | 27.54%+21.8pp | 24.33%+25.0pp | 217.08%-167.8pp |
| Employer contribution / active EE | $1,364 | $4,117-66.9% | $3,400-59.9% | $4,299-68.3% |
| Participant deferral / active EE | $2,565 | $5,585-54.1% | $4,692-45.3% | $6,507-60.6% |
| Admin fee / account holder | $12,744 | $14,318-11.0% | $11,386+11.9% | $12,624+1.0% |