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 | $99,253 | $75,828+30.9% | $147,614-32.8% | $59,632+66.4% |
| Participation rate | 75.6% | 71.6%+4.0pp | 84.6%-9.1pp | 68.7%+6.9pp |
| Annual return | -0.30% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $4,734 | $3,485+35.9% | $5,564-14.9% | $2,203+114.9% |
| Participant deferral / active EE | $6,734 | $3,130+115.1% | $4,895+37.6% | $3,192+111.0% |
| Admin fee / account holder | $1,569 | $5,985-73.8% | $11,611-86.5% | $4,297-63.5% |