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 | $90,847 | $63,346+43.4% | $92,233-1.5% | $70,131+29.5% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 17.22% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $10,694 | $2,471+332.8% | $3,679+190.6% | $2,342+356.5% |
| Participant deferral / active EE | $3,243 | $2,854+13.6% | $3,897-16.8% | $3,332-2.7% |
| Admin fee / account holder | $5,251 | $3,840+36.7% | $5,194+1.1% | $4,645+13.0% |