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 | $71,101 | $96,305-26.2% | $80,569-11.8% | $139,434-49.0% |
| Participation rate | 93.3% | 73.6%+19.7pp | 67.0%+26.3pp | 80.3%+13.0pp |
| Annual return | 14.92% | 1350.08%-1335.2pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,930 | $5,232-24.9% | $4,447-11.6% | $6,710-41.4% |
| Admin fee / account holder | $3,113 | $6,599-52.8% | $5,377-42.1% | $11,403-72.7% |