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 | $118,005 | $118,849-0.7% | $96,562+22.2% | $167,490-29.5% |
| Participation rate | 95.2% | 75.5%+19.8pp | 69.8%+25.4pp | 82.1%+13.1pp |
| Annual return | 9.78% | 50.49%-40.7pp | 37.78%-28.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $13,142 | $3,120+321.3% | $2,356+457.7% | $4,837+171.7% |
| Participant deferral / active EE | $4,402 | $4,616-4.6% | $3,849+14.4% | $6,341-30.6% |
| Admin fee / account holder | $585 | $8,065-92.8% | $6,181-90.5% | $12,309-95.3% |