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 | $85,215 | $105,998-19.6% | $92,233-7.6% | $147,584-42.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 14.27% | 50.05%-35.8pp | 176.28%-162.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,734 | $4,333-36.9% | $3,679-25.7% | $4,876-43.9% |
| Participant deferral / active EE | $6,012 | $4,478+34.3% | $3,897+54.3% | $5,439+10.5% |
| Admin fee / account holder | $1,309 | $6,332-79.3% | $5,194-74.8% | $10,885-88.0% |