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 | $89,545 | $201,272-55.5% | $184,203-51.4% | $145,922-38.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.24% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,751 | $7,022-60.8% | $6,427-57.2% | $4,660-41.0% |
| Participant deferral / active EE | $10,577 | $9,806+7.9% | $9,131+15.8% | $6,688+58.1% |
| Admin fee / account holder | $7,611 | $16,364-53.5% | $13,901-45.2% | $13,397-43.2% |