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 | $89,018 | $96,635-7.9% | $86,612+2.8% | $139,434-36.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.90% | 106.41%-93.5pp | 591.07%-578.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,149 | $3,263-3.5% | $3,022+4.2% | $4,751-33.7% |
| Participant deferral / active EE | $6,951 | $4,836+43.7% | $4,438+56.6% | $6,710+3.6% |
| Admin fee / account holder | $399 | $6,408-93.8% | $5,614-92.9% | $11,403-96.5% |