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 | $102,654 | $102,317+0.3% | $146,958-30.1% | $80,856+27.0% |
| Participation rate | 81.0% | 75.8%+5.1pp | 82.2%-1.2pp | 67.6%+13.3pp |
| Annual return | 16.59% | 134.76%-118.2pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $4,421 | $3,713+19.1% | $4,933-10.4% | $2,755+60.5% |
| Participant deferral / active EE | $9,806 | $6,644+47.6% | $8,070+21.5% | $4,296+128.3% |
| Admin fee / account holder | $7,319 | $7,941-7.8% | $12,998-43.7% | $6,918+5.8% |