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 | $68,151 | $102,966-33.8% | $90,281-24.5% | $152,861-55.4% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 28.06% | 95.16%-67.1pp | 78.10%-50.0pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,636 | $3,139+15.9% | $2,854+27.4% | $4,762-23.6% |
| Participant deferral / active EE | $9,245 | $4,281+115.9% | $3,885+137.9% | $5,850+58.0% |
| Admin fee / account holder | $852 | $6,171-86.2% | $5,351-84.1% | $11,596-92.7% |