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 | $98,308 | $91,552+7.4% | $133,956-26.6% | $79,858+23.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.76% | 61.85%-43.1pp | 45.09%-26.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,166 | $2,384+32.8% | $3,919-19.2% | $2,471+28.1% |
| Participant deferral / active EE | $9,509 | $3,733+154.7% | $5,048+88.4% | $3,740+154.3% |
| Admin fee / account holder | $4,815 | $6,321-23.8% | $8,927-46.1% | $5,306-9.3% |