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 | $105,537 | $226,064-53.3% | $182,532-42.2% | $152,861-31.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 24.27% | 192.51%-168.2pp | 148.54%-124.3pp | 345.32%-321.1pp |
| Employer contribution / active EE | $6,726 | $4,978+35.1% | $4,076+65.0% | $4,762+41.2% |
| Participant deferral / active EE | $9,250 | $6,368+45.3% | $5,524+67.4% | $5,850+58.1% |
| Admin fee / account holder | $700 | $10,703-93.5% | $8,592-91.9% | $11,596-94.0% |