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 | $141,479 | $102,604+37.9% | $86,188+64.2% | $139,434+1.5% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 14.50% | 1922.51%-1908.0pp | 1168.45%-1153.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,591 | $3,032-14.5% | $2,380+8.9% | $4,751-45.5% |
| Participant deferral / active EE | $3,909 | $4,676-16.4% | $3,985-1.9% | $6,710-41.7% |
| Admin fee / account holder | $2,868 | $8,657-66.9% | $6,852-58.1% | $11,403-74.9% |