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 | $134,338 | $76,738+75.1% | $56,411+138.1% | $145,922-7.9% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 8.67% | 2994.23%-2985.6pp | 1701.33%-1692.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,281 | $1,380+65.3% | $1,039+119.6% | $4,660-51.1% |
| Participant deferral / active EE | $4,428 | $2,623+68.8% | $1,952+126.9% | $6,688-33.8% |
| Admin fee / account holder | $5,829 | $3,334+74.9% | $2,829+106.1% | $13,397-56.5% |