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 | $107,159 | $49,922+114.7% | $80,569+33.0% | $75,163+42.6% |
| Participation rate | 80.0% | 55.3%+24.7pp | 67.0%+13.0pp | 67.2%+12.8pp |
| Annual return | 16.08% | 34.69%-18.6pp | 935.43%-919.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,620 | $1,698+54.3% | $2,723-3.8% | $2,670-1.9% |
| Participant deferral / active EE | $9,547 | $2,990+219.2% | $4,447+114.7% | $4,125+131.4% |
| Admin fee / account holder | $6,103 | $3,577+70.6% | $5,377+13.5% | $5,651+8.0% |