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 8-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 | $95,702 | $100,773-5.0% | $88,946+7.6% | $142,382-32.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.16% | 70.18%-57.0pp | 57.82%-44.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,561 | $2,918-12.2% | $2,555+0.2% | $4,299-40.4% |
| Participant deferral / active EE | $5,935 | $5,230+13.5% | $4,581+29.6% | $6,507-8.8% |
| Admin fee / account holder | $499 | $9,693-94.9% | $8,261-94.0% | $12,624-96.0% |