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 | $101,983 | $78,705+29.6% | $117,854-13.5% | $70,131+45.4% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 51.57% | 23.30%+28.3pp | 335.08%-283.5pp | 73.14%-21.6pp |
| Employer contribution / active EE | $5,357 | $2,223+141.0% | $3,786+41.5% | $2,342+128.7% |
| Participant deferral / active EE | $4,475 | $3,297+35.7% | $4,482-0.1% | $3,332+34.3% |
| Admin fee / account holder | $8,138 | $5,065+60.7% | $8,020+1.5% | $4,645+75.2% |