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 | $115,642 | $76,367+51.4% | $93,606+23.5% | $72,985+58.4% |
| Participation rate | 98.8% | 71.7%+27.1pp | 75.8%+23.0pp | 69.5%+29.3pp |
| Annual return | 1003.07% | 25.82%+977.2pp | 32.76%+970.3pp | 81.00%+922.1pp |
| Employer contribution / active EE | $3,619 | $2,275+59.1% | $2,718+33.2% | $2,440+48.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $993 | $6,838-85.5% | $7,888-87.4% | $5,124-80.6% |