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 | $68,987 | $183,963-62.5% | $162,163-57.5% | $152,861-54.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 24.46% | 150.76%-126.3pp | 115.59%-91.1pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,361 | $6,371-47.2% | $5,614-40.1% | $4,762-29.4% |
| Participant deferral / active EE | $5,807 | $8,034-27.7% | $7,298-20.4% | $5,850-0.7% |
| Admin fee / account holder | $2,408 | $13,121-81.6% | $10,843-77.8% | $11,596-79.2% |