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 | $82,326 | $102,317-19.5% | $146,958-44.0% | $80,856+1.8% |
| Participation rate | 77.9% | 75.8%+2.1pp | 82.2%-4.2pp | 67.6%+10.3pp |
| Annual return | 23.66% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-11.9pp |
| Employer contribution / active EE | $2,189 | $3,713-41.0% | $4,933-55.6% | $2,755-20.5% |
| Participant deferral / active EE | $5,974 | $6,644-10.1% | $8,070-26.0% | $4,296+39.1% |
| Admin fee / account holder | $1,055 | $7,941-86.7% | $12,998-91.9% | $6,918-84.7% |