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 | $101,609 | $72,071+41.0% | $68,368+48.6% | $137,256-26.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 29.56% | 353.14%-323.6pp | 292.57%-263.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $6,558 | $2,788+135.2% | $2,649+147.6% | $4,156+57.8% |
| Participant deferral / active EE | $6,993 | $4,410+58.6% | $4,123+69.6% | $6,407+9.1% |
| Admin fee / account holder | $3,766 | $5,336-29.4% | $5,150-26.9% | $12,270-69.3% |