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 | $101,762 | $165,335-38.5% | $149,696-32.0% | $158,922-36.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.38% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $3,046 | $5,103-40.3% | $4,644-34.4% | $4,761-36.0% |
| Participant deferral / active EE | $6,369 | $7,181-11.3% | $6,842-6.9% | $5,982+6.5% |
| Admin fee / account holder | $6,166 | $10,807-42.9% | $9,309-33.8% | $11,246-45.2% |