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 | $115,442 | $176,056-34.4% | $159,436-27.6% | $167,490-31.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.55% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $996 | $5,297-81.2% | $4,829-79.4% | $4,837-79.4% |
| Participant deferral / active EE | $7,580 | $7,750-2.2% | $7,352+3.1% | $6,341+19.5% |
| Admin fee / account holder | $1,275 | $12,554-89.8% | $10,799-88.2% | $12,309-89.6% |