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 | $120,013 | $102,966+16.6% | $90,281+32.9% | $152,861-21.5% |
| Participation rate | 79.2% | 75.9%+3.3pp | 73.3%+5.9pp | 82.4%-3.3pp |
| Annual return | 23.47% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $17,492 | $3,139+457.3% | $2,854+512.8% | $4,762+267.3% |
| Participant deferral / active EE | $7,376 | $4,281+72.3% | $3,885+89.8% | $5,850+26.1% |
| Admin fee / account holder | $2,975 | $6,171-51.8% | $5,351-44.4% | $11,596-74.3% |