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 | $97,569 | $102,317-4.6% | $146,958-33.6% | $80,856+20.7% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 19.00% | 134.76%-115.8pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $5,797 | $3,713+56.1% | $4,933+17.5% | $2,755+110.4% |
| Participant deferral / active EE | $8,806 | $6,644+32.6% | $8,070+9.1% | $4,296+105.0% |
| Admin fee / account holder | $5,284 | $7,941-33.5% | $12,998-59.3% | $6,918-23.6% |