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 | $86,201 | $74,888+15.1% | $71,209+21.1% | $142,382-39.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 24.03% | 345.14%-321.1pp | 282.51%-258.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,609 | $2,854-8.6% | $2,721-4.1% | $4,299-39.3% |
| Participant deferral / active EE | $11,295 | $4,454+153.6% | $4,175+170.5% | $6,507+73.6% |
| Admin fee / account holder | $438 | $5,568-92.1% | $5,349-91.8% | $12,624-96.5% |