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 | $93,499 | $157,256-40.5% | $141,162-33.8% | $152,861-38.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 17.46% | 64.32%-46.9pp | 71.39%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $8,079 | $5,261+53.6% | $4,735+70.6% | $4,762+69.7% |
| Participant deferral / active EE | $8,147 | $7,109+14.6% | $6,709+21.4% | $5,850+39.3% |
| Admin fee / account holder | $8,661 | $12,120-28.5% | $10,261-15.6% | $11,596-25.3% |