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 | $84,870 | $108,919-22.1% | $100,391-15.5% | $145,922-41.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.29% | 57.88%-36.6pp | 49.20%-27.9pp | 561.29%-540.0pp |
| Employer contribution / active EE | $3,191 | $4,419-27.8% | $3,942-19.1% | $4,660-31.5% |
| Participant deferral / active EE | $2,755 | $8,445-67.4% | $8,082-65.9% | $6,688-58.8% |
| Admin fee / account holder | $954 | $9,689-90.2% | $7,899-87.9% | $13,397-92.9% |