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 | $60,734 | $60,124+1.0% | $90,404-32.8% | $79,858-23.9% |
| Participation rate | 89.6% | 65.0%+24.6pp | 72.7%+16.9pp | 69.6%+20.0pp |
| Annual return | 11.47% | 71.94%-60.5pp | 1293.02%-1281.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,125 | $2,068+51.1% | $3,262-4.2% | $2,471+26.5% |
| Participant deferral / active EE | $3,521 | $2,938+19.8% | $3,963-11.2% | $3,740-5.9% |
| Admin fee / account holder | $5,400 | $3,976+35.8% | $5,611-3.8% | $5,306+1.8% |