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 | $83,197 | $89,753-7.3% | $107,525-22.6% | $84,808-1.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.20% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,515 | $3,113-19.2% | $3,754-33.0% | $2,631-4.4% |
| Participant deferral / active EE | $7,155 | $4,056+76.4% | $5,116+39.9% | $4,212+69.9% |
| Admin fee / account holder | $9,741 | $7,222+34.9% | $8,919+9.2% | $7,344+32.6% |