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 | $85,787 | $152,587-43.8% | $125,175-31.5% | $152,861-43.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.45% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,307 | $4,946-73.6% | $3,865-66.2% | $4,762-72.6% |
| Participant deferral / active EE | $2,142 | $5,868-63.5% | $4,937-56.6% | $5,850-63.4% |
| Admin fee / account holder | $7,206 | $13,434-46.4% | $9,702-25.7% | $11,596-37.9% |