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 4-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 | $95,689 | $178,174-46.3% | $156,181-38.7% | $137,256-30.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.90% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,161 | $4,972+3.8% | $4,294+20.2% | $4,156+24.2% |
| Participant deferral / active EE | $17,343 | $6,888+151.8% | $6,132+182.8% | $6,407+170.7% |
| Admin fee / account holder | $310 | $17,404-98.2% | $14,586-97.9% | $12,270-97.5% |