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 | $130,994 | $63,346+106.8% | $92,233+42.0% | $70,131+86.8% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 12.63% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $753 | $2,471-69.5% | $3,679-79.5% | $2,342-67.8% |
| Participant deferral / active EE | $5,096 | $2,854+78.6% | $3,897+30.8% | $3,332+53.0% |
| Admin fee / account holder | $19,307 | $3,840+402.8% | $5,194+271.8% | $4,645+315.6% |