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 | $120,292 | $70,669+70.2% | $169,368-29.0% | $75,163+60.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 18.81% | 36.36%-17.5pp | 405.60%-386.8pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,385 | $2,211+53.1% | $4,013-15.6% | $2,670+26.8% |
| Participant deferral / active EE | $7,814 | $4,311+81.3% | $6,221+25.6% | $4,125+89.4% |
| Admin fee / account holder | $31,653 | $5,402+485.9% | $9,003+251.6% | $5,651+460.1% |