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 | $61,158 | $112,881-45.8% | $90,951-32.8% | $158,922-61.5% |
| Participation rate | 85.0% | 74.7%+10.3pp | 69.0%+16.0pp | 82.0%+3.0pp |
| Annual return | 12.98% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,365 | $2,893+16.3% | $2,122+58.6% | $4,761-29.3% |
| Participant deferral / active EE | $7,253 | $4,128+75.7% | $3,373+115.0% | $5,982+21.2% |
| Admin fee / account holder | $5,867 | $8,041-27.0% | $5,959-1.5% | $11,246-47.8% |