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 | $125,957 | $198,466-36.5% | $170,442-26.1% | $147,584-14.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.33% | 257.29%-232.0pp | 205.93%-180.6pp | 578.55%-553.2pp |
| Employer contribution / active EE | $2,731 | $6,184-55.8% | $5,433-49.7% | $4,876-44.0% |
| Participant deferral / active EE | $7,102 | $5,629+26.2% | $4,939+43.8% | $5,439+30.6% |
| Admin fee / account holder | $1,254 | $16,852-92.6% | $13,880-91.0% | $10,885-88.5% |