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 | $96,385 | $49,922+93.1% | $80,569+19.6% | $75,163+28.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.84% | 34.69%-15.8pp | 935.43%-916.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,780 | $1,698+122.6% | $2,723+38.8% | $2,670+41.6% |
| Participant deferral / active EE | $3,080 | $2,990+3.0% | $4,447-30.8% | $4,125-25.3% |
| Admin fee / account holder | $2,168 | $3,577-39.4% | $5,377-59.7% | $5,651-61.6% |