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 | $93,929 | $65,409+43.6% | $98,442-4.6% | $85,850+9.4% |
| Participation rate | 98.4% | 65.0%+33.4pp | 73.3%+25.1pp | 69.3%+29.1pp |
| Annual return | 17.03% | 21.76%-4.7pp | 1492.73%-1475.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $3,157 | $2,168+45.6% | $2,960+6.7% | $2,565+23.1% |
| Participant deferral / active EE | $4,841 | $3,166+52.9% | $4,276+13.2% | $3,952+22.5% |
| Admin fee / account holder | $9,106 | $4,593+98.3% | $5,949+53.1% | $6,260+45.5% |