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 | $97,188 | $109,327-11.1% | $89,391+8.7% | $158,922-38.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.85% | 345.68%-327.8pp | 245.62%-227.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $7,461 | $3,170+135.4% | $2,586+188.6% | $4,761+56.7% |
| Participant deferral / active EE | $4,383 | $4,598-4.7% | $3,890+12.7% | $5,982-26.7% |
| Admin fee / account holder | $2,032 | $6,153-67.0% | $4,881-58.4% | $11,246-81.9% |