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 | $137,753 | $97,757+40.9% | $83,848+64.3% | $135,375+1.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 17.61% | 1287.37%-1269.8pp | 850.88%-833.3pp | 519.73%-502.1pp |
| Employer contribution / active EE | $3,018 | $4,222-28.5% | $3,631-16.9% | $4,779-36.9% |
| Participant deferral / active EE | $3,155 | $4,682-32.6% | $4,082-22.7% | $5,609-43.8% |
| Admin fee / account holder | $2,569 | $6,674-61.5% | $5,478-53.1% | $10,827-76.3% |