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 | $126,145 | $165,584-23.8% | $142,942-11.8% | $137,256-8.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 16.49% | 164.22%-147.7pp | 113.70%-97.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,940 | $4,725-16.6% | $4,139-4.8% | $4,156-5.2% |
| Participant deferral / active EE | $10,587 | $8,194+29.2% | $7,128+48.5% | $6,407+65.2% |
| Admin fee / account holder | $5,500 | $16,167-66.0% | $12,475-55.9% | $12,270-55.2% |