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 | $129,422 | $102,317+26.5% | $146,958-11.9% | $80,856+60.1% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 17.10% | 134.76%-117.7pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,963 | $3,713-20.2% | $4,933-39.9% | $2,755+7.5% |
| Participant deferral / active EE | $8,082 | $6,644+21.6% | $8,070+0.1% | $4,296+88.1% |
| Admin fee / account holder | $9,015 | $7,941+13.5% | $12,998-30.6% | $6,918+30.3% |