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 | $94,879 | $104,974-9.6% | $95,585-0.7% | $142,382-33.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 42.36% | 210.33%-168.0pp | 38.56%+3.8pp | 217.08%-174.7pp |
| Employer contribution / active EE | $38,637 | $2,779+1290.5% | $2,527+1429.2% | $4,299+798.7% |
| Participant deferral / active EE | $23,500 | $4,352+440.0% | $4,023+484.2% | $6,507+261.1% |
| Admin fee / account holder | $352 | $6,386-94.5% | $6,127-94.3% | $12,624-97.2% |