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 | $99,961 | $91,190+9.6% | $178,490-44.0% | $79,858+25.2% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 16.10% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $9,014 | $3,256+176.9% | $5,011+79.9% | $2,471+264.8% |
| Participant deferral / active EE | $5,893 | $3,236+82.1% | $5,202+13.3% | $3,740+57.6% |
| Admin fee / account holder | $12,835 | $6,751+90.1% | $13,984-8.2% | $5,306+141.9% |