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 | $107,085 | $95,416+12.2% | $185,823-42.4% | $85,850+24.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.62% | 23.59%-6.0pp | 122.05%-104.4pp | 318.53%-300.9pp |
| Employer contribution / active EE | $4,822 | $3,314+45.5% | $5,167-6.7% | $2,565+88.0% |
| Participant deferral / active EE | $4,443 | $3,423+29.8% | $5,568-20.2% | $3,952+12.4% |
| Admin fee / account holder | $4,232 | $7,213-41.3% | $16,237-73.9% | $6,260-32.4% |