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 | $152,402 | $118,849+28.2% | $96,562+57.8% | $167,490-9.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.68% | 50.49%-41.8pp | 37.78%-29.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,504 | $3,120-51.8% | $2,356-36.2% | $4,837-68.9% |
| Participant deferral / active EE | $8,580 | $4,616+85.9% | $3,849+122.9% | $6,341+35.3% |
| Admin fee / account holder | $14,182 | $8,065+75.8% | $6,181+129.5% | $12,309+15.2% |