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 | $83,615 | $112,881-25.9% | $90,951-8.1% | $158,922-47.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.67% | 215.79%-205.1pp | 134.60%-123.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $964 | $2,893-66.7% | $2,122-54.6% | $4,761-79.8% |
| Participant deferral / active EE | $7,487 | $4,128+81.4% | $3,373+122.0% | $5,982+25.2% |
| Admin fee / account holder | $1,282 | $8,041-84.1% | $5,959-78.5% | $11,246-88.6% |