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 | $108,359 | $60,124+80.2% | $90,404+19.9% | $79,858+35.7% |
| Participation rate | 71.8% | 65.0%+6.8pp | 72.7%-0.9pp | 69.6%+2.2pp |
| Annual return | 19.52% | 71.94%-52.4pp | 1293.02%-1273.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,616 | $2,068+26.5% | $3,262-19.8% | $2,471+5.9% |
| Participant deferral / active EE | $5,038 | $2,938+71.5% | $3,963+27.1% | $3,740+34.7% |
| Admin fee / account holder | $4,966 | $3,976+24.9% | $5,611-11.5% | $5,306-6.4% |