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 | $86,398 | $152,587-43.4% | $125,175-31.0% | $152,861-43.5% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 20.32% | 54.84%-34.5pp | 43.79%-23.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,098 | $4,946-37.4% | $3,865-19.8% | $4,762-34.9% |
| Participant deferral / active EE | $5,761 | $5,868-1.8% | $4,937+16.7% | $5,850-1.5% |
| Admin fee / account holder | $7,055 | $13,434-47.5% | $9,702-27.3% | $11,596-39.2% |