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 | $96,673 | $102,317-5.5% | $146,958-34.2% | $80,856+19.6% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.2%-6.2pp | 67.6%+8.3pp |
| Annual return | 14.74% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,315 | $3,713+43.1% | $4,933+7.7% | $2,755+92.9% |
| Participant deferral / active EE | $13,707 | $6,644+106.3% | $8,070+69.9% | $4,296+219.1% |
| Admin fee / account holder | $7,426 | $7,941-6.5% | $12,998-42.9% | $6,918+7.3% |