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 | $95,349 | $115,770-17.6% | $101,248-5.8% | $158,922-40.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.59% | 56.14%-46.6pp | 46.47%-36.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,692 | $4,175+36.3% | $3,660+55.5% | $4,761+19.5% |
| Participant deferral / active EE | $4,645 | $4,957-6.3% | $4,370+6.3% | $5,982-22.3% |
| Admin fee / account holder | $985 | $7,245-86.4% | $5,945-83.4% | $11,246-91.2% |