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 | $115,787 | $70,606+64.0% | $53,898+114.8% | $142,382-18.7% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 16.16% | 619.81%-603.7pp | 528.60%-512.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,249 | $1,202+3.9% | $932+34.0% | $4,299-71.0% |
| Participant deferral / active EE | $5,519 | $2,364+133.5% | $1,826+202.2% | $6,507-15.2% |
| Admin fee / account holder | $853 | $2,852-70.1% | $2,491-65.8% | $12,624-93.2% |