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 | $93,822 | $107,015-12.3% | $73,545+27.6% | $147,584-36.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 21.38% | 38.25%-16.9pp | -15.16%+36.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $9,443 | $1,760+436.5% | $1,219+674.6% | $4,876+93.6% |
| Participant deferral / active EE | $5,097 | $2,462+107.0% | $1,806+182.2% | $5,439-6.3% |
| Admin fee / account holder | $855 | $3,055-72.0% | $2,320-63.1% | $10,885-92.1% |