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 | $74,026 | $54,705+35.3% | $71,209+4.0% | $84,808-12.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.30% | 35.90%-14.6pp | 282.51%-261.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,781 | $2,158+28.9% | $2,721+2.2% | $2,631+5.7% |
| Participant deferral / active EE | $3,810 | $3,030+25.7% | $4,175-8.8% | $4,212-9.5% |
| Admin fee / account holder | $2,561 | $4,863-47.3% | $5,349-52.1% | $7,344-65.1% |