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 | $99,193 | $209,411-52.6% | $178,490-44.4% | $158,922-37.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.15% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,048 | $5,706-64.1% | $5,011-59.1% | $4,761-57.0% |
| Participant deferral / active EE | $6,341 | $5,954+6.5% | $5,202+21.9% | $5,982+6.0% |
| Admin fee / account holder | $3,341 | $17,074-80.4% | $13,984-76.1% | $11,246-70.3% |