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 | $112,125 | $99,079+13.2% | $77,999+43.8% | $273,961-59.1% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.5%+18.6pp | 83.0%+11.1pp |
| Annual return | 4.77% | 217.93%-213.2pp | 425.96%-421.2pp | 41.45%-36.7pp |
| Employer contribution / active EE | $459 | $3,308-86.1% | $2,470-81.4% | $4,869-90.6% |
| Participant deferral / active EE | $3,359 | $4,306-22.0% | $3,497-3.9% | $5,287-36.5% |
| Admin fee / account holder | $1,808 | $8,954-79.8% | $5,480-67.0% | $10,132-82.2% |