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 | $133,537 | $63,346+110.8% | $92,233+44.8% | $70,131+90.4% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 15.10% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,931 | $2,471+18.6% | $3,679-20.3% | $2,342+25.1% |
| Participant deferral / active EE | $1,509 | $2,854-47.1% | $3,897-61.3% | $3,332-54.7% |
| Admin fee / account holder | $877 | $3,840-77.2% | $5,194-83.1% | $4,645-81.1% |