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 | $93,080 | $114,047-18.4% | $96,139-3.2% | $167,490-44.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 39.23% | 189.88%-150.7pp | 191.94%-152.7pp | 478.56%-439.3pp |
| Employer contribution / active EE | $1,242 | $3,427-63.8% | $2,797-55.6% | $4,837-74.3% |
| Participant deferral / active EE | $2,489 | $5,194-52.1% | $4,349-42.8% | $6,341-60.7% |
| Admin fee / account holder | $3,300 | $6,897-52.1% | $5,537-40.4% | $12,309-73.2% |