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 | $102,812 | $95,561+7.6% | $77,163+33.2% | $139,434-26.3% |
| Participation rate | 93.8% | 73.9%+19.8pp | 69.6%+24.2pp | 80.3%+13.4pp |
| Annual return | 15.27% | 54.92%-39.7pp | 37.87%-22.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $6,439 | $3,147+104.6% | $2,535+154.0% | $4,751+35.5% |
| Participant deferral / active EE | $3,496 | $4,624-24.4% | $3,833-8.8% | $6,710-47.9% |
| Admin fee / account holder | $3,225 | $8,295-61.1% | $5,472-41.1% | $11,403-71.7% |