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 | $106,006 | $109,982-3.6% | $97,226+9.0% | $145,922-27.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 12.42% | 242.90%-230.5pp | 75.13%-62.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,005 | $3,084-35.0% | $2,729-26.5% | $4,660-57.0% |
| Participant deferral / active EE | $3,726 | $4,676-20.3% | $4,264-12.6% | $6,688-44.3% |
| Admin fee / account holder | $852 | $6,221-86.3% | $5,654-84.9% | $13,397-93.6% |