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 | $92,657 | $102,616-9.7% | $81,983+13.0% | $158,922-41.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 9.33% | 61.04%-51.7pp | 41.31%-32.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $3,110 | $3,240-4.0% | $2,498+24.5% | $4,761-34.7% |
| Participant deferral / active EE | $5,318 | $4,648+14.4% | $3,722+42.9% | $5,982-11.1% |
| Admin fee / account holder | $2,889 | $8,235-64.9% | $5,664-49.0% | $11,246-74.3% |