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 | $98,394 | $99,652-1.3% | $78,778+24.9% | $147,584-33.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.57% | 47.28%-29.7pp | 35.62%-18.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,423 | $2,796+58.2% | $1,986+122.8% | $4,876-9.3% |
| Participant deferral / active EE | $4,818 | $3,664+31.5% | $2,958+62.8% | $5,439-11.4% |
| Admin fee / account holder | $6,279 | $7,155-12.2% | $5,134+22.3% | $10,885-42.3% |