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 | $123,521 | $76,000+62.5% | $154,107-19.8% | $64,186+92.4% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -2.95% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,849 | $3,351+134.2% | $5,298+48.2% | $2,381+229.7% |
| Participant deferral / active EE | $4,782 | $3,175+50.6% | $5,081-5.9% | $3,470+37.8% |
| Admin fee / account holder | $4,319 | $5,596-22.8% | $13,411-67.8% | $4,888-11.6% |