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 | $107,532 | $78,705+36.6% | $117,854-8.8% | $70,131+53.3% |
| Participation rate | 94.7% | 73.2%+21.5pp | 79.7%+15.1pp | 69.5%+25.2pp |
| Annual return | 14.29% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $9,716 | $2,223+337.0% | $3,786+156.6% | $2,342+314.8% |
| Participant deferral / active EE | $4,770 | $3,297+44.7% | $4,482+6.4% | $3,332+43.2% |
| Admin fee / account holder | $3,917 | $5,065-22.7% | $8,020-51.2% | $4,645-15.7% |