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 | $90,163 | $99,918-9.8% | $81,382+10.8% | $145,922-38.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.62% | 34.32%-21.7pp | 24.73%-12.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $6,479 | $2,978+117.6% | $2,463+163.1% | $4,660+39.0% |
| Participant deferral / active EE | $8,491 | $4,605+84.4% | $3,883+118.7% | $6,688+27.0% |
| Admin fee / account holder | $2,878 | $8,212-65.0% | $5,768-50.1% | $13,397-78.5% |