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 | $104,348 | $152,587-31.6% | $125,175-16.6% | $152,861-31.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 33.41% | 54.84%-21.4pp | 43.79%-10.4pp | 345.32%-311.9pp |
| Employer contribution / active EE | $14,028 | $4,946+183.6% | $3,865+262.9% | $4,762+194.6% |
| Participant deferral / active EE | $11,727 | $5,868+99.8% | $4,937+137.5% | $5,850+100.5% |
| Admin fee / account holder | $1,655 | $13,434-87.7% | $9,702-82.9% | $11,596-85.7% |