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 | $127,815 | $96,635+32.3% | $86,612+47.6% | $139,434-8.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 13.07% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,291 | $3,263+0.8% | $3,022+8.9% | $4,751-30.7% |
| Participant deferral / active EE | $4,090 | $4,836-15.4% | $4,438-7.8% | $6,710-39.1% |
| Admin fee / account holder | $19,187 | $6,408+199.4% | $5,614+241.8% | $11,403+68.3% |