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 | $104,869 | $157,256-33.3% | $141,162-25.7% | $152,861-31.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 23.97% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,251 | $5,261-76.2% | $4,735-73.6% | $4,762-73.7% |
| Participant deferral / active EE | $2,644 | $7,109-62.8% | $6,709-60.6% | $5,850-54.8% |
| Admin fee / account holder | $6,895 | $12,120-43.1% | $10,261-32.8% | $11,596-40.5% |