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 | $139,240 | $70,756+96.8% | $65,493+112.6% | $142,382-2.2% |
| Participation rate | 88.2% | 77.4%+10.9pp | 73.1%+15.1pp | 80.1%+8.1pp |
| Annual return | 13.87% | 1754.89%-1741.0pp | 982.45%-968.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $5,869 | $2,881+103.8% | $2,574+128.0% | $4,299+36.5% |
| Participant deferral / active EE | $7,435 | $4,637+60.3% | $3,961+87.7% | $6,507+14.3% |
| Admin fee / account holder | $689 | $6,559-89.5% | $5,028-86.3% | $12,624-94.5% |