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 | $94,112 | $90,397+4.1% | $76,002+23.8% | $145,959-35.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.11% | 621.97%-603.9pp | 360.07%-342.0pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,058 | $3,317-68.1% | $2,688-60.7% | $4,661-77.3% |
| Participant deferral / active EE | $7,572 | $5,163+46.6% | $4,257+77.9% | $6,689+13.2% |
| Admin fee / account holder | $16,182 | $8,369+93.4% | $6,414+152.3% | $13,398+20.8% |