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 | $98,513 | $102,966-4.3% | $90,281+9.1% | $152,861-35.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.73% | 95.16%-75.4pp | 78.10%-58.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $17,001 | $3,139+441.6% | $2,854+495.6% | $4,762+257.0% |
| Participant deferral / active EE | $10,270 | $4,281+139.9% | $3,885+164.3% | $5,850+75.5% |
| Admin fee / account holder | $718 | $6,171-88.4% | $5,351-86.6% | $11,596-93.8% |