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 | $107,206 | $115,770-7.4% | $101,248+5.9% | $158,922-32.5% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 18.64% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $17,886 | $4,175+328.5% | $3,660+388.8% | $4,761+275.7% |
| Participant deferral / active EE | $3,278 | $4,957-33.9% | $4,370-25.0% | $5,982-45.2% |
| Admin fee / account holder | $7,818 | $7,245+7.9% | $5,945+31.5% | $11,246-30.5% |