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 | $138,320 | $73,515+88.2% | $62,995+119.6% | $147,584-6.3% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 14.06% | 175.43%-161.4pp | 87.57%-73.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $4,291 | $3,320+29.2% | $2,759+55.5% | $4,876-12.0% |
| Participant deferral / active EE | $5,336 | $4,185+27.5% | $3,329+60.3% | $5,439-1.9% |
| Admin fee / account holder | $3,431 | $5,953-42.4% | $3,600-4.7% | $10,885-68.5% |