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 | $102,902 | $81,632+26.1% | $70,449+46.1% | $158,922-35.3% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 13.01% | 208.40%-195.4pp | 109.03%-96.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $5,429 | $3,217+68.8% | $2,737+98.4% | $4,761+14.0% |
| Participant deferral / active EE | $10,683 | $4,554+134.6% | $3,709+188.1% | $5,982+78.6% |
| Admin fee / account holder | $16,422 | $6,193+165.2% | $3,845+327.1% | $11,246+46.0% |