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 | $65,835 | $60,124+9.5% | $90,404-27.2% | $79,858-17.6% |
| Participation rate | 94.9% | 65.0%+29.9pp | 72.7%+22.2pp | 69.6%+25.3pp |
| Annual return | 16.38% | 71.94%-55.6pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,610 | $2,068+74.6% | $3,262+10.7% | $2,471+46.1% |
| Participant deferral / active EE | $5,181 | $2,938+76.3% | $3,963+30.7% | $3,740+38.5% |
| Admin fee / account holder | $4,828 | $3,976+21.4% | $5,611-13.9% | $5,306-9.0% |