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 | $98,626 | $150,187-34.3% | $120,354-18.1% | $145,922-32.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.82% | 154.07%-138.2pp | 107.15%-91.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,107 | $4,348-51.5% | $3,463-39.1% | $4,660-54.8% |
| Participant deferral / active EE | $1,932 | $6,173-68.7% | $4,991-61.3% | $6,688-71.1% |
| Admin fee / account holder | $8,412 | $12,207-31.1% | $9,423-10.7% | $13,397-37.2% |