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 | $90,537 | $57,354+57.9% | $83,848+8.0% | $64,186+41.1% |
| Participation rate | 73.8% | 68.6%+5.2pp | 76.1%-2.3pp | 69.6%+4.3pp |
| Annual return | -5.08% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,996 | $2,545+57.0% | $3,631+10.0% | $2,381+67.8% |
| Participant deferral / active EE | $8,527 | $2,993+184.9% | $4,082+108.9% | $3,470+145.8% |
| Admin fee / account holder | $3,331 | $4,046-17.7% | $5,478-39.2% | $4,888-31.9% |