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 | $93,140 | $180,449-48.4% | $154,107-39.6% | $135,375-31.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 0.97% | 888.09%-887.1pp | 735.12%-734.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $10,982 | $6,035+82.0% | $5,298+107.3% | $4,779+129.8% |
| Participant deferral / active EE | $5,986 | $5,806+3.1% | $5,081+17.8% | $5,609+6.7% |
| Admin fee / account holder | $13,152 | $16,143-18.5% | $13,411-1.9% | $10,827+21.5% |