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 5-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 | $91,965 | $72,071+27.6% | $68,368+34.5% | $137,256-33.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.55% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,877 | $2,788+3.2% | $2,649+8.6% | $4,156-30.8% |
| Participant deferral / active EE | $9,803 | $4,410+122.3% | $4,123+137.8% | $6,407+53.0% |
| Admin fee / account holder | $345 | $5,336-93.5% | $5,150-93.3% | $12,270-97.2% |