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 | $92,977 | $102,382-9.2% | $147,005-36.8% | $80,874+15.0% |
| Participation rate | 76.1% | 75.8%+0.2pp | 82.2%-6.1pp | 67.6%+8.4pp |
| Annual return | 19.63% | 134.89%-115.3pp | 418.76%-399.1pp | 35.62%-16.0pp |
| Employer contribution / active EE | $3,146 | $3,715-15.3% | $4,934-36.2% | $2,756+14.2% |
| Participant deferral / active EE | $5,827 | $6,646-12.3% | $8,070-27.8% | $4,297+35.6% |
| Admin fee / account holder | $514 | $7,942-93.5% | $13,006-96.0% | $6,935-92.6% |