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 | $100,838 | $74,888+34.7% | $71,209+41.6% | $142,382-29.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.96% | 345.14%-320.2pp | 282.51%-257.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $8,051 | $2,854+182.1% | $2,721+195.9% | $4,299+87.3% |
| Participant deferral / active EE | $13,417 | $4,454+201.2% | $4,175+221.4% | $6,507+106.2% |
| Admin fee / account holder | $2,672 | $5,568-52.0% | $5,349-50.0% | $12,624-78.8% |