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 | $80,917 | $102,382-21.0% | $147,005-45.0% | $80,874+0.1% |
| Participation rate | 77.4% | 75.8%+1.5pp | 82.2%-4.8pp | 67.6%+9.7pp |
| Annual return | 23.54% | 134.89%-111.3pp | 418.76%-395.2pp | 35.62%-12.1pp |
| Employer contribution / active EE | $4,137 | $3,715+11.4% | $4,934-16.2% | $2,756+50.1% |
| Participant deferral / active EE | $7,371 | $6,646+10.9% | $8,070-8.7% | $4,297+71.5% |
| Admin fee / account holder | $6,240 | $7,942-21.4% | $13,006-52.0% | $6,935-10.0% |