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 | $133,354 | $100,901+32.2% | $75,670+76.2% | $147,584-9.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.38% | 35.78%-21.4pp | 27.34%-13.0pp | 578.55%-564.2pp |
| Employer contribution / active EE | $627 | $3,253-80.7% | $2,352-73.3% | $4,876-87.1% |
| Participant deferral / active EE | $3,353 | $4,027-16.8% | $3,142+6.7% | $5,439-38.4% |
| Admin fee / account holder | $1,362 | $11,285-87.9% | $5,800-76.5% | $10,885-87.5% |