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 | $86,567 | $85,766+0.9% | $136,294-36.5% | $70,131+23.4% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 19.57% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $5,008 | $2,966+68.8% | $4,695+6.7% | $2,342+113.8% |
| Participant deferral / active EE | $8,505 | $5,051+68.4% | $6,247+36.1% | $3,332+155.3% |
| Admin fee / account holder | $2,208 | $5,420-59.3% | $9,243-76.1% | $4,645-52.5% |