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 | $106,751 | $198,466-46.2% | $170,442-37.4% | $147,584-27.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.41% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $8,139 | $6,184+31.6% | $5,433+49.8% | $4,876+66.9% |
| Participant deferral / active EE | $3,482 | $5,629-38.1% | $4,939-29.5% | $5,439-36.0% |
| Admin fee / account holder | $929 | $16,852-94.5% | $13,880-93.3% | $10,885-91.5% |