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 | $98,601 | $115,708-14.8% | $65,255+51.1% | $139,434-29.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 34.38% | 31.19%+3.2pp | 47.35%-13.0pp | 372.94%-338.6pp |
| Employer contribution / active EE | $8,338 | $2,599+220.8% | $1,691+393.0% | $4,751+75.5% |
| Participant deferral / active EE | $19,826 | $4,240+367.6% | $2,831+600.3% | $6,710+195.5% |
| Admin fee / account holder | $451 | $6,698-93.3% | $4,112-89.0% | $11,403-96.0% |