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 | $112,695 | $126,574-11.0% | $106,213+6.1% | $145,922-22.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.09% | 224.79%-212.7pp | 116.14%-104.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $6,824 | $3,730+82.9% | $3,171+115.2% | $4,660+46.5% |
| Participant deferral / active EE | $6,401 | $5,724+11.8% | $5,016+27.6% | $6,688-4.3% |
| Admin fee / account holder | $3,185 | $17,304-81.6% | $11,033-71.1% | $13,397-76.2% |