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 | $102,234 | $105,181-2.8% | $159,436-35.9% | $85,850+19.1% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.8%+14.3pp | 69.3%+27.8pp |
| Annual return | 15.14% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,358 | $3,318-28.9% | $4,829-51.2% | $2,565-8.1% |
| Participant deferral / active EE | $10,572 | $5,945+77.8% | $7,352+43.8% | $3,952+167.5% |
| Admin fee / account holder | $6,548 | $6,933-5.6% | $10,799-39.4% | $6,260+4.6% |