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 | $108,467 | $102,616+5.7% | $81,983+32.3% | $158,922-31.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.74% | 61.04%-49.3pp | 41.31%-29.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $10,403 | $3,240+221.1% | $2,498+316.4% | $4,761+118.5% |
| Participant deferral / active EE | $3,335 | $4,648-28.3% | $3,722-10.4% | $5,982-44.3% |
| Admin fee / account holder | $5,609 | $8,235-31.9% | $5,664-1.0% | $11,246-50.1% |