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 | $87,607 | $176,812-50.5% | $146,665-40.3% | $167,490-47.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.05% | 24.03%-15.0pp | 22.74%-13.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $7,291 | $5,160+41.3% | $4,136+76.3% | $4,837+50.7% |
| Participant deferral / active EE | $4,979 | $6,440-22.7% | $5,506-9.6% | $6,341-21.5% |
| Admin fee / account holder | $1,313 | $13,259-90.1% | $10,280-87.2% | $12,309-89.3% |