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 | $92,931 | $105,181-11.6% | $159,436-41.7% | $85,850+8.2% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.8%-0.8pp | 69.3%+12.7pp |
| Annual return | 12.67% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,292 | $3,318-0.8% | $4,829-31.8% | $2,565+28.3% |
| Participant deferral / active EE | $9,015 | $5,945+51.7% | $7,352+22.6% | $3,952+128.1% |
| Admin fee / account holder | $12,441 | $6,933+79.4% | $10,799+15.2% | $6,260+98.7% |