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 | $80,846 | $70,669+14.4% | $169,368-52.3% | $75,163+7.6% |
| Participation rate | 96.9% | 64.8%+32.1pp | 77.1%+19.7pp | 67.2%+29.7pp |
| Annual return | 18.29% | 36.36%-18.1pp | 405.60%-387.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $6,868 | $2,211+210.7% | $4,013+71.1% | $2,670+157.2% |
| Participant deferral / active EE | $5,861 | $4,311+36.0% | $6,221-5.8% | $4,125+42.1% |
| Admin fee / account holder | $2,725 | $5,402-49.5% | $9,003-69.7% | $5,651-51.8% |