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 | $82,453 | $81,625+1.0% | $58,482+41.0% | $139,434-40.9% |
| Participation rate | 76.2% | 61.3%+14.9pp | 50.9%+25.3pp | 80.3%-4.1pp |
| Annual return | 26.94% | 7404.20%-7377.3pp | 4239.32%-4212.4pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,386 | $1,398-0.9% | $1,053+31.6% | $4,751-70.8% |
| Participant deferral / active EE | $4,685 | $2,557+83.3% | $1,924+143.5% | $6,710-30.2% |
| Admin fee / account holder | $2,023 | $3,265-38.1% | $2,516-19.6% | $11,403-82.3% |