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 | $102,797 | $99,020+3.8% | $86,590+18.7% | $147,584-30.3% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 15.11% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,516 | $3,132-51.6% | $2,839-46.6% | $4,876-68.9% |
| Participant deferral / active EE | $4,837 | $3,972+21.8% | $3,609+34.0% | $5,439-11.1% |
| Admin fee / account holder | $17,759 | $5,710+211.0% | $4,906+262.0% | $10,885+63.1% |