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 | $87,386 | $96,305-9.3% | $80,569+8.5% | $139,434-37.3% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 21.17% | 1350.08%-1328.9pp | 935.43%-914.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,366 | $3,262-27.5% | $2,723-13.1% | $4,751-50.2% |
| Participant deferral / active EE | $6,294 | $5,232+20.3% | $4,447+41.5% | $6,710-6.2% |
| Admin fee / account holder | $1,957 | $6,599-70.3% | $5,377-63.6% | $11,403-82.8% |