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 | $100,563 | $106,890-5.9% | $84,015+19.7% | $152,861-34.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 32.72% | 104.99%-72.3pp | 71.31%-38.6pp | 345.32%-312.6pp |
| Employer contribution / active EE | $2,409 | $2,734-11.9% | $1,983+21.5% | $4,762-49.4% |
| Participant deferral / active EE | $5,912 | $4,011+47.4% | $3,239+82.6% | $5,850+1.1% |
| Admin fee / account holder | $14,221 | $8,285+71.6% | $6,101+133.1% | $11,596+22.6% |