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 | $86,164 | $177,572-51.5% | $154,803-44.3% | $142,382-39.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.53% | 65.07%-47.5pp | 58.88%-41.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,277 | $4,810-31.9% | $4,305-23.9% | $4,299-23.8% |
| Participant deferral / active EE | $7,863 | $6,272+25.4% | $5,540+41.9% | $6,507+20.8% |
| Admin fee / account holder | $577 | $16,786-96.6% | $14,329-96.0% | $12,624-95.4% |