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 | $92,541 | $209,832-55.9% | $189,513-51.2% | $167,490-44.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.74% | 748.27%-726.5pp | 555.15%-533.4pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,906 | $6,914-58.0% | $6,162-52.8% | $4,837-39.9% |
| Participant deferral / active EE | $8,531 | $8,935-4.5% | $8,221+3.8% | $6,341+34.5% |
| Admin fee / account holder | $2,816 | $14,293-80.3% | $12,045-76.6% | $12,309-77.1% |