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 | $102,889 | $110,502-6.9% | $80,716+27.5% | $167,490-38.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.12% | 120.54%-103.4pp | 87.28%-70.2pp | 478.56%-461.4pp |
| Employer contribution / active EE | $3,597 | $1,543+133.2% | $1,160+210.0% | $4,837-25.6% |
| Participant deferral / active EE | $10,012 | $2,871+248.8% | $2,146+366.6% | $6,341+57.9% |
| Admin fee / account holder | $4,707 | $4,545+3.6% | $3,380+39.3% | $12,309-61.8% |