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 | $156,442 | $185,200-15.5% | $142,863+9.5% | $167,490-6.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.70% | 8555.70%-8541.0pp | 5637.54%-5622.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,145 | $5,604-61.7% | $4,144-48.2% | $4,837-55.7% |
| Participant deferral / active EE | $7,445 | $4,494+65.7% | $3,837+94.0% | $6,341+17.4% |
| Admin fee / account holder | $5,679 | $8,031-29.3% | $6,560-13.4% | $12,309-53.9% |