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 6-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 | $81,401 | $123,909-34.3% | $69,647+16.9% | $145,922-44.2% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 16.61% | 190.55%-173.9pp | 100.48%-83.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $7,075 | $2,682+163.8% | $1,712+313.1% | $4,660+51.8% |
| Participant deferral / active EE | $7,075 | $4,236+67.0% | $2,886+145.1% | $6,688+5.8% |
| Admin fee / account holder | $11,038 | $7,863+40.4% | $4,713+134.2% | $13,397-17.6% |