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 | $92,574 | $115,770-20.0% | $101,248-8.6% | $158,922-41.7% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 26.05% | 56.14%-30.1pp | 46.47%-20.4pp | 302.83%-276.8pp |
| Employer contribution / active EE | $19,323 | $4,175+362.9% | $3,660+428.0% | $4,761+305.9% |
| Participant deferral / active EE | $7,972 | $4,957+60.8% | $4,370+82.4% | $5,982+33.3% |
| Admin fee / account holder | $715 | $7,245-90.1% | $5,945-88.0% | $11,246-93.6% |