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 | $85,149 | $77,314+10.1% | $177,989-52.2% | $80,856+5.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.99% | 18.09%-1.1pp | 294.48%-277.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $779 | $2,292-66.0% | $3,949-80.3% | $2,755-71.7% |
| Participant deferral / active EE | $12,611 | $4,411+185.9% | $6,276+100.9% | $4,296+193.6% |
| Admin fee / account holder | $5,988 | $7,191-16.7% | $10,363-42.2% | $6,918-13.4% |