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 | $74,832 | $85,766-12.7% | $136,294-45.1% | $70,131+6.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.20% | 31.45%-11.3pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $16,075 | $2,966+442.0% | $4,695+242.3% | $2,342+586.2% |
| Participant deferral / active EE | $10,492 | $5,051+107.7% | $6,247+68.0% | $3,332+214.9% |
| Admin fee / account holder | $3,207 | $5,420-40.8% | $9,243-65.3% | $4,645-31.0% |