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 | $102,321 | $97,757+4.7% | $83,848+22.0% | $135,375-24.4% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -5.49% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $972 | $4,222-77.0% | $3,631-73.2% | $4,779-79.7% |
| Participant deferral / active EE | $2,702 | $4,682-42.3% | $4,082-33.8% | $5,609-51.8% |
| Admin fee / account holder | $25,548 | $6,674+282.8% | $5,478+366.4% | $10,827+136.0% |