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 | $109,691 | $91,190+20.3% | $178,490-38.5% | $79,858+37.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.87% | 24.19%-1.3pp | 151.07%-128.2pp | 31.71%-8.8pp |
| Employer contribution / active EE | $4,584 | $3,256+40.8% | $5,011-8.5% | $2,471+85.5% |
| Participant deferral / active EE | $3,526 | $3,236+9.0% | $5,202-32.2% | $3,740-5.7% |
| Admin fee / account holder | $1,570 | $6,751-76.7% | $13,984-88.8% | $5,306-70.4% |