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 | $76,641 | $183,963-58.3% | $162,163-52.7% | $152,861-49.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.30% | 150.76%-118.5pp | 115.59%-83.3pp | 345.32%-313.0pp |
| Employer contribution / active EE | $2,597 | $6,371-59.2% | $5,614-53.7% | $4,762-45.5% |
| Participant deferral / active EE | $3,084 | $8,034-61.6% | $7,298-57.7% | $5,850-47.3% |
| Admin fee / account holder | $894 | $13,121-93.2% | $10,843-91.8% | $11,596-92.3% |