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 | $65,181 | $63,346+2.9% | $92,233-29.3% | $70,131-7.1% |
| Participation rate | 91.7% | 68.7%+23.0pp | 76.5%+15.2pp | 69.5%+22.1pp |
| Annual return | 16.10% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,110 | $2,471+25.8% | $3,679-15.5% | $2,342+32.7% |
| Participant deferral / active EE | $3,962 | $2,854+38.8% | $3,897+1.7% | $3,332+18.9% |
| Admin fee / account holder | $2,062 | $3,840-46.3% | $5,194-60.3% | $4,645-55.6% |