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 3-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 | $81,759 | $109,982-25.7% | $97,226-15.9% | $145,922-44.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 10.53% | 242.90%-232.4pp | 75.13%-64.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,546 | $3,084+15.0% | $2,729+29.9% | $4,660-23.9% |
| Participant deferral / active EE | $12,954 | $4,676+177.0% | $4,264+203.8% | $6,688+93.7% |
| Admin fee / account holder | $305 | $6,221-95.1% | $5,654-94.6% | $13,397-97.7% |