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 | $109,006 | $103,376+5.4% | $87,100+25.2% | $152,861-28.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 11.02% | 28.10%-17.1pp | 28.19%-17.2pp | 345.32%-334.3pp |
| Employer contribution / active EE | $11,556 | $3,220+258.8% | $2,521+358.3% | $4,762+142.7% |
| Participant deferral / active EE | $6,211 | $4,778+30.0% | $4,049+53.4% | $5,850+6.2% |
| Admin fee / account holder | $791 | $12,205-93.5% | $7,497-89.4% | $11,596-93.2% |