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 8-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 | $70,501 | $51,638+36.5% | $68,368+3.1% | $82,448-14.5% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 15.52% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,109 | $2,047+100.8% | $2,649+55.1% | $2,551+61.1% |
| Participant deferral / active EE | $10,029 | $2,914+244.2% | $4,123+143.3% | $4,139+142.3% |
| Admin fee / account holder | $15,338 | $4,643+230.3% | $5,150+197.8% | $7,234+112.0% |