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 | $95,162 | $101,069-5.8% | $81,478+16.8% | $147,584-35.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 15.08% | 32.40%-17.3pp | 38.78%-23.7pp | 578.55%-563.5pp |
| Employer contribution / active EE | $4,695 | $3,205+46.5% | $2,568+82.9% | $4,876-3.7% |
| Participant deferral / active EE | $6,427 | $4,242+51.5% | $3,537+81.7% | $5,439+18.2% |
| Admin fee / account holder | $1,891 | $5,812-67.5% | $4,561-58.5% | $10,885-82.6% |