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 | $103,040 | $152,587-32.5% | $125,175-17.7% | $152,861-32.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 28.86% | 54.84%-26.0pp | 43.79%-14.9pp | 345.32%-316.5pp |
| Employer contribution / active EE | $5,624 | $4,946+13.7% | $3,865+45.5% | $4,762+18.1% |
| Participant deferral / active EE | $14,173 | $5,868+141.5% | $4,937+187.1% | $5,850+142.3% |
| Admin fee / account holder | $13,192 | $13,434-1.8% | $9,702+36.0% | $11,596+13.8% |