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 | $96,293 | $109,817-12.3% | $98,442-2.2% | $167,490-42.5% |
| Participation rate | 70.6% | 75.8%-5.2pp | 73.3%-2.7pp | 82.1%-11.5pp |
| Annual return | 18.37% | 1956.69%-1938.3pp | 1492.73%-1474.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $4,021 | $3,224+24.7% | $2,960+35.9% | $4,837-16.9% |
| Participant deferral / active EE | $7,012 | $4,673+50.0% | $4,276+64.0% | $6,341+10.6% |
| Admin fee / account holder | $3,751 | $6,753-44.5% | $5,949-36.9% | $12,309-69.5% |