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 | $135,156 | $155,788-13.2% | $124,672+8.4% | $167,490-19.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.29% | 17.97%-0.7pp | 5142.93%-5125.6pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,104 | $4,163-49.5% | $3,324-36.7% | $4,837-56.5% |
| Participant deferral / active EE | $10,325 | $5,673+82.0% | $4,614+123.8% | $6,341+62.8% |
| Admin fee / account holder | $1,849 | $9,531-80.6% | $7,493-75.3% | $12,309-85.0% |