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 | $99,360 | $102,966-3.5% | $90,281+10.1% | $152,861-35.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.56% | 95.16%-71.6pp | 78.10%-54.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,892 | $3,139+24.0% | $2,854+36.3% | $4,762-18.3% |
| Participant deferral / active EE | $9,346 | $4,281+118.3% | $3,885+140.5% | $5,850+59.8% |
| Admin fee / account holder | $769 | $6,171-87.5% | $5,351-85.6% | $11,596-93.4% |