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 | $86,497 | $109,817-21.2% | $98,442-12.1% | $167,490-48.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.11% | 1956.69%-1939.6pp | 1492.73%-1475.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $4,217 | $3,224+30.8% | $2,960+42.5% | $4,837-12.8% |
| Participant deferral / active EE | $7,768 | $4,673+66.2% | $4,276+81.7% | $6,341+22.5% |
| Admin fee / account holder | $23,163 | $6,753+243.0% | $5,949+289.3% | $12,309+88.2% |