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 | $122,438 | $133,922-8.6% | $116,228+5.3% | $142,382-14.0% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.6%+4.0pp | 80.1%-1.5pp |
| Annual return | 14.22% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,153 | $3,446-66.5% | $2,994-61.5% | $4,299-73.2% |
| Participant deferral / active EE | $5,134 | $5,672-9.5% | $4,953+3.6% | $6,507-21.1% |
| Admin fee / account holder | $2,119 | $14,945-85.8% | $11,989-82.3% | $12,624-83.2% |