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 | $61,967 | $183,963-66.3% | $162,163-61.8% | $152,861-59.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.82% | 150.76%-133.9pp | 115.59%-98.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,669 | $6,371-11.0% | $5,614+1.0% | $4,762+19.0% |
| Participant deferral / active EE | $13,837 | $8,034+72.2% | $7,298+89.6% | $5,850+136.5% |
| Admin fee / account holder | $11,877 | $13,121-9.5% | $10,843+9.5% | $11,596+2.4% |