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 | $73,183 | $183,963-60.2% | $162,163-54.9% | $152,861-52.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 18.07% | 150.76%-132.7pp | 115.59%-97.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,450 | $6,371-61.5% | $5,614-56.4% | $4,762-48.6% |
| Participant deferral / active EE | $4,692 | $8,034-41.6% | $7,298-35.7% | $5,850-19.8% |
| Admin fee / account holder | $859 | $13,121-93.5% | $10,843-92.1% | $11,596-92.6% |