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 | $82,837 | $70,756+17.1% | $65,493+26.5% | $142,382-41.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.37% | 1754.89%-1737.5pp | 982.45%-965.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,677 | $2,881+97.1% | $2,574+120.5% | $4,299+32.0% |
| Participant deferral / active EE | $4,000 | $4,637-13.7% | $3,961+1.0% | $6,507-38.5% |
| Admin fee / account holder | $10,714 | $6,559+63.4% | $5,028+113.1% | $12,624-15.1% |