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 | $101,507 | $198,466-48.9% | $170,442-40.4% | $147,584-31.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 18.47% | 257.29%-238.8pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,972 | $6,184-68.1% | $5,433-63.7% | $4,876-59.6% |
| Participant deferral / active EE | $5,003 | $5,629-11.1% | $4,939+1.3% | $5,439-8.0% |
| Admin fee / account holder | $664 | $16,852-96.1% | $13,880-95.2% | $10,885-93.9% |