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 | $80,003 | $65,409+22.3% | $98,442-18.7% | $85,850-6.8% |
| Participation rate | 94.3% | 65.0%+29.3pp | 73.3%+20.9pp | 69.3%+25.0pp |
| Annual return | 12.67% | 21.76%-9.1pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $753 | $2,168-65.3% | $2,960-74.6% | $2,565-70.7% |
| Participant deferral / active EE | $3,695 | $3,166+16.7% | $4,276-13.6% | $3,952-6.5% |
| Admin fee / account holder | $1,788 | $4,593-61.1% | $5,949-69.9% | $6,260-71.4% |