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 | $74,315 | $56,114+32.4% | $96,139-22.7% | $85,850-13.4% |
| Participation rate | 96.9% | 56.7%+40.2pp | 68.4%+28.4pp | 69.3%+27.6pp |
| Annual return | 16.03% | 42.30%-26.3pp | 191.94%-175.9pp | 318.53%-302.5pp |
| Employer contribution / active EE | $6,776 | $1,620+318.4% | $2,797+142.3% | $2,565+164.2% |
| Participant deferral / active EE | $6,753 | $2,859+136.2% | $4,349+55.3% | $3,952+70.9% |
| Admin fee / account holder | $4,492 | $3,768+19.2% | $5,537-18.9% | $6,260-28.2% |