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 | $122,290 | $102,317+19.5% | $146,958-16.8% | $80,856+51.2% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.2%-4.7pp | 67.6%+9.8pp |
| Annual return | 15.50% | 134.76%-119.3pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,199 | $3,713-13.9% | $4,933-35.2% | $2,755+16.1% |
| Participant deferral / active EE | $9,388 | $6,644+41.3% | $8,070+16.3% | $4,296+118.5% |
| Admin fee / account holder | $1,095 | $7,941-86.2% | $12,998-91.6% | $6,918-84.2% |