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 | $60,791 | $85,202-28.7% | $172,739-64.8% | $72,985-16.7% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 23.00% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,039 | $3,324-38.7% | $5,143-60.4% | $2,440-16.4% |
| Participant deferral / active EE | $5,295 | $3,260+62.4% | $5,198+1.9% | $3,607+46.8% |
| Admin fee / account holder | $11,712 | $5,884+99.0% | $13,954-16.1% | $5,124+128.6% |