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 | $73,826 | $209,411-64.7% | $178,490-58.6% | $158,922-53.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.99% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,799 | $5,706-68.5% | $5,011-64.1% | $4,761-62.2% |
| Participant deferral / active EE | $9,631 | $5,954+61.8% | $5,202+85.2% | $5,982+61.0% |
| Admin fee / account holder | $6,733 | $17,074-60.6% | $13,984-51.9% | $11,246-40.1% |