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 | $118,328 | $209,411-43.5% | $178,490-33.7% | $158,922-25.5% |
| Participation rate | 91.3% | 86.3%+5.0pp | 81.9%+9.4pp | 82.0%+9.3pp |
| Annual return | 15.42% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $11,083 | $5,706+94.2% | $5,011+121.2% | $4,761+132.8% |
| Participant deferral / active EE | $6,518 | $5,954+9.5% | $5,202+25.3% | $5,982+9.0% |
| Admin fee / account holder | $2,264 | $17,074-86.7% | $13,984-83.8% | $11,246-79.9% |