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 | $118,986 | $102,616+16.0% | $81,983+45.1% | $158,922-25.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.06% | 61.04%-46.0pp | 41.31%-26.2pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,049 | $3,240-36.8% | $2,498-18.0% | $4,761-57.0% |
| Participant deferral / active EE | $12,253 | $4,648+163.6% | $3,722+229.2% | $5,982+104.8% |
| Admin fee / account holder | $1,580 | $8,235-80.8% | $5,664-72.1% | $11,246-86.0% |