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 | $86,769 | $159,901-45.7% | $146,958-41.0% | $145,922-40.5% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 15.84% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,000 | $5,286-62.2% | $4,933-59.5% | $4,660-57.1% |
| Participant deferral / active EE | $8,113 | $8,428-3.7% | $8,070+0.5% | $6,688+21.3% |
| Admin fee / account holder | $9,495 | $15,044-36.9% | $12,998-26.9% | $13,397-29.1% |