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 | $78,653 | $123,909-36.5% | $69,647+12.9% | $145,922-46.1% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.5%+5.0pp | 80.3%-8.8pp |
| Annual return | 14.35% | 190.55%-176.2pp | 100.48%-86.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,606 | $2,682-40.1% | $1,712-6.2% | $4,660-65.5% |
| Participant deferral / active EE | $5,836 | $4,236+37.8% | $2,886+102.2% | $6,688-12.7% |
| Admin fee / account holder | $2,083 | $7,863-73.5% | $4,713-55.8% | $13,397-84.4% |