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 | $76,535 | $70,606+8.4% | $53,898+42.0% | $142,382-46.2% |
| Participation rate | 78.3% | 63.7%+14.6pp | 55.0%+23.3pp | 80.1%-1.9pp |
| Annual return | 13.45% | 619.81%-606.4pp | 528.60%-515.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $938 | $1,202-22.0% | $932+0.7% | $4,299-78.2% |
| Participant deferral / active EE | $4,714 | $2,364+99.4% | $1,826+158.1% | $6,507-27.6% |
| Admin fee / account holder | $7,391 | $2,852+159.2% | $2,491+196.7% | $12,624-41.4% |