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 | $88,872 | $114,381-22.3% | $107,525-17.3% | $142,382-37.6% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 14.96% | 242.71%-227.7pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,036 | $4,015-49.3% | $3,754-45.8% | $4,299-52.6% |
| Participant deferral / active EE | $4,587 | $5,564-17.6% | $5,116-10.3% | $6,507-29.5% |
| Admin fee / account holder | $848 | $9,860-91.4% | $8,919-90.5% | $12,624-93.3% |