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 | $78,561 | $183,592-57.2% | $155,567-49.5% | $145,959-46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.29% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.7pp |
| Employer contribution / active EE | $2,466 | $5,315-53.6% | $4,674-47.2% | $4,661-47.1% |
| Participant deferral / active EE | $6,473 | $6,464+0.1% | $5,628+15.0% | $6,689-3.2% |
| Admin fee / account holder | $456 | $19,318-97.6% | $15,916-97.1% | $13,398-96.6% |