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 4-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 | $91,240 | $238,490-61.7% | $180,183-49.4% | $142,382-35.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 49.62% | 33.56%+16.1pp | 27.86%+21.8pp | 217.08%-167.5pp |
| Employer contribution / active EE | $5,728 | $6,143-6.7% | $5,039+13.7% | $4,299+33.2% |
| Participant deferral / active EE | $19,650 | $7,996+145.7% | $6,822+188.0% | $6,507+202.0% |
| Admin fee / account holder | $1,751 | $28,866-93.9% | $19,975-91.2% | $12,624-86.1% |