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 | $102,547 | $109,327-6.2% | $89,391+14.7% | $158,922-35.5% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 12.91% | 345.68%-332.8pp | 245.62%-232.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $4,791 | $3,170+51.1% | $2,586+85.3% | $4,761+0.6% |
| Participant deferral / active EE | $8,705 | $4,598+89.3% | $3,890+123.8% | $5,982+45.5% |
| Admin fee / account holder | $1,847 | $6,153-70.0% | $4,881-62.2% | $11,246-83.6% |