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 | $156,999 | $97,757+60.6% | $83,848+87.2% | $135,375+16.0% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 3.65% | 1287.37%-1283.7pp | 850.88%-847.2pp | 519.73%-516.1pp |
| Employer contribution / active EE | $3,943 | $4,222-6.6% | $3,631+8.6% | $4,779-17.5% |
| Participant deferral / active EE | $9,758 | $4,682+108.4% | $4,082+139.1% | $5,609+74.0% |
| Admin fee / account holder | $627 | $6,674-90.6% | $5,478-88.6% | $10,827-94.2% |