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 | $113,119 | $100,041+13.1% | $149,718-24.4% | $70,131+61.3% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 23.19% | 27.43%-4.2pp | 1501.63%-1478.4pp | 73.14%-49.9pp |
| Employer contribution / active EE | $6,093 | $3,662+66.4% | $5,445+11.9% | $2,342+160.1% |
| Participant deferral / active EE | $16,259 | $4,983+226.3% | $6,569+147.5% | $3,332+388.0% |
| Admin fee / account holder | $7,057 | $8,286-14.8% | $11,283-37.5% | $4,645+51.9% |