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 | $97,702 | $217,402-55.1% | $185,823-47.4% | $167,490-41.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.92% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,992 | $5,873-32.0% | $5,167-22.7% | $4,837-17.5% |
| Participant deferral / active EE | $16,805 | $6,356+164.4% | $5,568+201.8% | $6,341+165.0% |
| Admin fee / account holder | $3,138 | $19,811-84.2% | $16,237-80.7% | $12,309-74.5% |