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 | $113,830 | $118,849-4.2% | $96,562+17.9% | $167,490-32.0% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 13.69% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,704 | $3,120-45.4% | $2,356-27.7% | $4,837-64.8% |
| Participant deferral / active EE | $5,967 | $4,616+29.3% | $3,849+55.0% | $6,341-5.9% |
| Admin fee / account holder | $1,932 | $8,065-76.0% | $6,181-68.7% | $12,309-84.3% |