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 | $89,493 | $107,334-16.6% | $92,893-3.7% | $152,861-41.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 19.27% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,797 | $4,221-57.4% | $3,653-50.8% | $4,762-62.3% |
| Participant deferral / active EE | $3,672 | $4,845-24.2% | $4,236-13.3% | $5,850-37.2% |
| Admin fee / account holder | $49,594 | $7,079+600.5% | $5,794+756.0% | $11,596+327.7% |