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 | $107,020 | $157,256-31.9% | $141,162-24.2% | $152,861-30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.17% | 64.32%-39.2pp | 71.39%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,585 | $5,261-12.8% | $4,735-3.2% | $4,762-3.7% |
| Participant deferral / active EE | $9,617 | $7,109+35.3% | $6,709+43.3% | $5,850+64.4% |
| Admin fee / account holder | $2,647 | $12,120-78.2% | $10,261-74.2% | $11,596-77.2% |