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 | $84,488 | $117,841-28.3% | $102,423-17.5% | $145,922-42.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 12.72% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,622 | $3,615+83.2% | $3,023+119.0% | $4,660+42.1% |
| Participant deferral / active EE | $16,233 | $5,731+183.3% | $5,053+221.3% | $6,688+142.7% |
| Admin fee / account holder | $10,678 | $13,326-19.9% | $9,451+13.0% | $13,397-20.3% |