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 | $113,180 | $135,635-16.6% | $110,238+2.7% | $135,375-16.4% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | 14.19% | 513.19%-499.0pp | 314.74%-300.6pp | 519.73%-505.5pp |
| Employer contribution / active EE | $1,283 | $4,906-73.9% | $3,826-66.5% | $4,779-73.2% |
| Participant deferral / active EE | $3,102 | $5,506-43.7% | $4,672-33.6% | $5,609-44.7% |
| Admin fee / account holder | $2,268 | $11,457-80.2% | $8,547-73.5% | $10,827-79.1% |