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 | $105,468 | $74,888+40.8% | $71,209+48.1% | $142,382-25.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 20.01% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $5,048 | $2,854+76.9% | $2,721+85.5% | $4,299+17.4% |
| Participant deferral / active EE | $6,137 | $4,454+37.8% | $4,175+47.0% | $6,507-5.7% |
| Admin fee / account holder | $1,268 | $5,568-77.2% | $5,349-76.3% | $12,624-90.0% |