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 | $94,716 | $52,353+80.9% | $120,225-21.2% | $82,448+14.9% |
| Participation rate | 97.4% | 58.3%+39.1pp | 69.6%+27.8pp | 68.1%+29.3pp |
| Annual return | 23.24% | 61.85%-38.6pp | 439.23%-416.0pp | 41.64%-18.4pp |
| Employer contribution / active EE | $3,250 | $1,510+115.2% | $3,475-6.5% | $2,551+27.4% |
| Participant deferral / active EE | $7,610 | $2,627+189.7% | $3,999+90.3% | $4,139+83.8% |
| Admin fee / account holder | $5,701 | $4,363+30.7% | $5,696+0.1% | $7,234-21.2% |