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 | $121,778 | $102,616+18.7% | $81,983+48.5% | $158,922-23.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.70% | 61.04%-37.3pp | 41.31%-17.6pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,134 | $3,240-34.1% | $2,498-14.6% | $4,761-55.2% |
| Participant deferral / active EE | $6,286 | $4,648+35.2% | $3,722+68.9% | $5,982+5.1% |
| Admin fee / account holder | $917 | $8,235-88.9% | $5,664-83.8% | $11,246-91.8% |