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 | $76,436 | $95,416-19.9% | $185,823-58.9% | $85,850-11.0% |
| Participation rate | 98.8% | 68.8%+30.0pp | 81.7%+17.0pp | 69.3%+29.4pp |
| Annual return | 57.58% | 23.59%+34.0pp | 122.05%-64.5pp | 318.53%-261.0pp |
| Employer contribution / active EE | $1,704 | $3,314-48.6% | $5,167-67.0% | $2,565-33.6% |
| Participant deferral / active EE | $2,385 | $3,423-30.3% | $5,568-57.2% | $3,952-39.6% |
| Admin fee / account holder | $3,422 | $7,213-52.6% | $16,237-78.9% | $6,260-45.3% |