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 | $105,396 | $96,635+9.1% | $86,612+21.7% | $139,434-24.4% |
| Participation rate | 91.3% | 74.4%+16.9pp | 71.7%+19.6pp | 80.3%+11.0pp |
| Annual return | 13.42% | 106.41%-93.0pp | 591.07%-577.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,425 | $3,263-56.3% | $3,022-52.9% | $4,751-70.0% |
| Participant deferral / active EE | $11,983 | $4,836+147.8% | $4,438+170.0% | $6,710+78.6% |
| Admin fee / account holder | $7,366 | $6,408+14.9% | $5,614+31.2% | $11,403-35.4% |