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 5-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 | $92,483 | $148,534-37.7% | $135,903-31.9% | $139,434-33.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.66% | 79.19%-43.5pp | 68.23%-32.6pp | 372.94%-337.3pp |
| Employer contribution / active EE | $6,505 | $5,243+24.1% | $4,856+33.9% | $4,751+36.9% |
| Participant deferral / active EE | $18,224 | $8,100+125.0% | $7,758+134.9% | $6,710+171.6% |
| Admin fee / account holder | $942 | $12,400-92.4% | $10,762-91.3% | $11,403-91.7% |