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 | $91,495 | $73,515+24.5% | $62,995+45.2% | $147,584-38.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 16.12% | 175.43%-159.3pp | 87.57%-71.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,337 | $3,320+0.5% | $2,759+21.0% | $4,876-31.6% |
| Participant deferral / active EE | $6,017 | $4,185+43.8% | $3,329+80.7% | $5,439+10.6% |
| Admin fee / account holder | $555 | $5,953-90.7% | $3,600-84.6% | $10,885-94.9% |