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 | $58,118 | $106,890-45.6% | $84,015-30.8% | $152,861-62.0% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 26.26% | 104.99%-78.7pp | 71.31%-45.0pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,170 | $2,734-20.7% | $1,983+9.4% | $4,762-54.4% |
| Participant deferral / active EE | $5,528 | $4,011+37.8% | $3,239+70.7% | $5,850-5.5% |
| Admin fee / account holder | $645 | $8,285-92.2% | $6,101-89.4% | $11,596-94.4% |