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 | $59,216 | $57,281+3.4% | $86,612-31.6% | $75,163-21.2% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 15.86% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.8pp |
| Employer contribution / active EE | $5,948 | $2,314+157.0% | $3,022+96.8% | $2,670+122.8% |
| Participant deferral / active EE | $4,577 | $3,318+37.9% | $4,438+3.1% | $4,125+10.9% |
| Admin fee / account holder | $12,809 | $4,112+211.5% | $5,614+128.2% | $5,651+126.7% |