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 | $113,500 | $110,809+2.4% | $86,874+30.6% | $167,490-32.2% |
| Participation rate | 86.4% | 75.8%+10.6pp | 71.6%+14.7pp | 82.1%+4.3pp |
| Annual return | 28.49% | 116.98%-88.5pp | 63.52%-35.0pp | 478.56%-450.1pp |
| Employer contribution / active EE | $1,674 | $3,244-48.4% | $2,495-32.9% | $4,837-65.4% |
| Participant deferral / active EE | $6,150 | $4,546+35.3% | $3,699+66.3% | $6,341-3.0% |
| Admin fee / account holder | $1,194 | $8,415-85.8% | $5,828-79.5% | $12,309-90.3% |