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 | $50,667 | $85,766-40.9% | $136,294-62.8% | $70,131-27.8% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 52.94% | 31.45%+21.5pp | 5155.94%-5103.0pp | 73.14%-20.2pp |
| Employer contribution / active EE | $2,229 | $2,966-24.8% | $4,695-52.5% | $2,342-4.8% |
| Participant deferral / active EE | $10,192 | $5,051+101.8% | $6,247+63.1% | $3,332+205.9% |
| Admin fee / account holder | $1,997 | $5,420-63.2% | $9,243-78.4% | $4,645-57.0% |