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 | $94,149 | $115,770-18.7% | $101,248-7.0% | $158,922-40.8% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 17.17% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,046 | $4,175-51.0% | $3,660-44.1% | $4,761-57.0% |
| Participant deferral / active EE | $6,283 | $4,957+26.7% | $4,370+43.8% | $5,982+5.0% |
| Admin fee / account holder | $1,017 | $7,245-86.0% | $5,945-82.9% | $11,246-91.0% |