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 | $68,179 | $77,164-11.6% | $178,014-61.7% | $80,874-15.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.72% | 18.09%-2.4pp | 294.80%-279.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $2,649 | $2,288+15.8% | $3,950-32.9% | $2,756-3.9% |
| Participant deferral / active EE | $4,372 | $4,408-0.8% | $6,276-30.3% | $4,297+1.8% |
| Admin fee / account holder | $9,709 | $7,164+35.5% | $10,362-6.3% | $6,935+40.0% |