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 | $67,040 | $93,373-28.2% | $152,466-56.0% | $85,850-21.9% |
| Participation rate | 97.4% | 70.1%+27.3pp | 78.2%+19.2pp | 69.3%+28.1pp |
| Annual return | 16.06% | 21.84%-5.8pp | 757.33%-741.3pp | 318.53%-302.5pp |
| Employer contribution / active EE | $4,580 | $2,996+52.9% | $4,327+5.9% | $2,565+78.6% |
| Participant deferral / active EE | $8,127 | $4,550+78.6% | $5,820+39.6% | $3,952+105.7% |
| Admin fee / account holder | $4,030 | $13,853-70.9% | $15,805-74.5% | $6,260-35.6% |