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 | $141,414 | $70,756+99.9% | $65,493+115.9% | $142,382-0.7% |
| Participation rate | 86.7% | 77.4%+9.3pp | 73.1%+13.6pp | 80.1%+6.5pp |
| Annual return | 14.45% | 1754.89%-1740.4pp | 982.45%-968.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,433 | $2,881-50.2% | $2,574-44.3% | $4,299-66.7% |
| Participant deferral / active EE | $8,508 | $4,637+83.5% | $3,961+114.8% | $6,507+30.7% |
| Admin fee / account holder | $4,597 | $6,559-29.9% | $5,028-8.6% | $12,624-63.6% |