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 | $103,738 | $109,817-5.5% | $98,442+5.4% | $167,490-38.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 18.15% | 1956.69%-1938.5pp | 1492.73%-1474.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $6,695 | $3,224+107.7% | $2,960+126.2% | $4,837+38.4% |
| Participant deferral / active EE | $2,704 | $4,673-42.1% | $4,276-36.8% | $6,341-57.4% |
| Admin fee / account holder | $2,687 | $6,753-60.2% | $5,949-54.8% | $12,309-78.2% |