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 | $100,863 | $108,172-6.8% | $77,482+30.2% | $158,922-36.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 26.16% | 31.67%-5.5pp | 54.79%-28.6pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,028 | $1,325+53.0% | $986+105.6% | $4,761-57.4% |
| Participant deferral / active EE | $5,321 | $2,456+116.6% | $1,861+185.9% | $5,982-11.1% |
| Admin fee / account holder | $750 | $3,708-79.8% | $2,858-73.7% | $11,246-93.3% |