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 | $61,030 | $48,795+25.1% | $65,493-6.8% | $84,808-28.0% |
| Participation rate | 79.7% | 67.0%+12.7pp | 73.1%+6.6pp | 68.3%+11.4pp |
| Annual return | 21.10% | 20.20%+0.9pp | 982.45%-961.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,636 | $1,930-15.2% | $2,574-36.5% | $2,631-37.8% |
| Participant deferral / active EE | $3,717 | $2,928+26.9% | $3,961-6.1% | $4,212-11.7% |
| Admin fee / account holder | $2,641 | $3,877-31.9% | $5,028-47.5% | $7,344-64.0% |