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 | $75,415 | $64,324+17.2% | $118,925-36.6% | $79,858-5.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 13.62% | 86.45%-72.8pp | 35.88%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,904 | $1,836+167.1% | $3,263+50.3% | $2,471+98.5% |
| Participant deferral / active EE | $6,289 | $2,824+122.7% | $4,265+47.5% | $3,740+68.1% |
| Admin fee / account holder | $3,039 | $4,040-24.8% | $6,581-53.8% | $5,306-42.7% |