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 | $83,727 | $102,317-18.2% | $146,958-43.0% | $80,856+3.6% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.8pp | 67.6%+18.4pp |
| Annual return | 18.87% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,397 | $3,713+18.4% | $4,933-10.9% | $2,755+59.6% |
| Participant deferral / active EE | $7,694 | $6,644+15.8% | $8,070-4.7% | $4,296+79.1% |
| Admin fee / account holder | $5,125 | $7,941-35.5% | $12,998-60.6% | $6,918-25.9% |