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 | $116,707 | $70,669+65.1% | $169,368-31.1% | $75,163+55.3% |
| Participation rate | 96.6% | 64.8%+31.8pp | 77.1%+19.4pp | 67.2%+29.4pp |
| Annual return | 33.80% | 36.36%-2.6pp | 405.60%-371.8pp | 160.62%-126.8pp |
| Employer contribution / active EE | $4,751 | $2,211+114.9% | $4,013+18.4% | $2,670+78.0% |
| Participant deferral / active EE | $9,743 | $4,311+126.0% | $6,221+56.6% | $4,125+136.2% |
| Admin fee / account holder | $8,560 | $5,402+58.5% | $9,003-4.9% | $5,651+51.5% |