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 | $83,402 | $98,750-15.5% | $149,696-44.3% | $79,858+4.4% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 16.49% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,354 | $3,216+35.4% | $4,644-6.3% | $2,471+76.2% |
| Participant deferral / active EE | $11,116 | $5,680+95.7% | $6,842+62.5% | $3,740+197.2% |
| Admin fee / account holder | $3,690 | $6,053-39.0% | $9,309-60.4% | $5,306-30.5% |