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 | $176,402 | $100,852+74.9% | $90,404+95.1% | $158,922+11.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 16.19% | 1724.20%-1708.0pp | 1293.02%-1276.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,545 | $3,689-58.1% | $3,262-52.6% | $4,761-67.6% |
| Participant deferral / active EE | $4,177 | $4,348-3.9% | $3,963+5.4% | $5,982-30.2% |
| Admin fee / account holder | $436 | $6,501-93.3% | $5,611-92.2% | $11,246-96.1% |