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 6-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 | $134,044 | $77,145+73.8% | $108,410+23.6% | $85,850+56.1% |
| Participation rate | 70.4% | 74.7%-4.3pp | 80.1%-9.8pp | 69.3%+1.1pp |
| Annual return | 13.61% | 44.54%-30.9pp | 905.27%-891.7pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,685 | $5,566-15.8% | $6,563-28.6% | $3,952+18.6% |
| Admin fee / account holder | $6,847 | $5,172+32.4% | $7,295-6.1% | $6,260+9.4% |