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 | $68,036 | $76,785-11.4% | $56,441+20.5% | $145,959-53.4% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 13.07% | 3000.51%-2987.4pp | 1704.21%-1691.1pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,560 | $1,381+85.4% | $1,039+146.4% | $4,661-45.1% |
| Participant deferral / active EE | $3,738 | $2,624+42.5% | $1,953+91.4% | $6,689-44.1% |
| Admin fee / account holder | $4,914 | $3,334+47.4% | $2,829+73.7% | $13,398-63.3% |