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 | $32,238 | $202,318-84.1% | $172,739-81.3% | $152,861-78.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 32.77% | 1029.65%-996.9pp | 802.84%-770.1pp | 345.32%-312.5pp |
| Employer contribution / active EE | $3,284 | $5,856-43.9% | $5,143-36.1% | $4,762-31.0% |
| Participant deferral / active EE | $6,381 | $5,948+7.3% | $5,198+22.8% | $5,850+9.1% |
| Admin fee / account holder | $3,416 | $17,109-80.0% | $13,954-75.5% | $11,596-70.5% |