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 | $106,722 | $65,409+63.2% | $98,442+8.4% | $85,850+24.3% |
| Participation rate | 72.9% | 65.0%+7.9pp | 73.3%-0.5pp | 69.3%+3.6pp |
| Annual return | 13.04% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,756 | $2,168-19.0% | $2,960-40.7% | $2,565-31.5% |
| Participant deferral / active EE | $3,715 | $3,166+17.3% | $4,276-13.1% | $3,952-6.0% |
| Admin fee / account holder | $5,830 | $4,593+26.9% | $5,949-2.0% | $6,260-6.9% |