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 7-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 | $92,537 | $111,535-17.0% | $105,223-12.1% | $137,256-32.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.75% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $10,835 | $3,939+175.0% | $3,689+193.8% | $4,156+160.7% |
| Participant deferral / active EE | $4,468 | $5,500-18.8% | $5,072-11.9% | $6,407-30.3% |
| Admin fee / account holder | $11,121 | $9,721+14.4% | $8,859+25.5% | $12,270-9.4% |