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 | $146,058 | $76,738+90.3% | $56,411+158.9% | $145,922+0.1% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 14.37% | 2994.23%-2979.9pp | 1701.33%-1687.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,141 | $1,380-17.3% | $1,039+9.9% | $4,660-75.5% |
| Participant deferral / active EE | $3,485 | $2,623+32.9% | $1,952+78.6% | $6,688-47.9% |
| Admin fee / account holder | $10,337 | $3,334+210.1% | $2,829+265.4% | $13,397-22.8% |