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 | $102,259 | $226,064-54.8% | $182,532-44.0% | $152,861-33.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.89% | 192.51%-177.6pp | 148.54%-133.7pp | 345.32%-330.4pp |
| Employer contribution / active EE | $3,303 | $4,978-33.7% | $4,076-19.0% | $4,762-30.6% |
| Participant deferral / active EE | $13,170 | $6,368+106.8% | $5,524+138.4% | $5,850+125.1% |
| Admin fee / account holder | $1,975 | $10,703-81.5% | $8,592-77.0% | $11,596-83.0% |