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 | $71,473 | $63,346+12.8% | $92,233-22.5% | $70,131+1.9% |
| Participation rate | 93.9% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 19.33% | 530.12%-510.8pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,166 | $2,471-12.3% | $3,679-41.1% | $2,342-7.5% |
| Participant deferral / active EE | $3,266 | $2,854+14.4% | $3,897-16.2% | $3,332-2.0% |
| Admin fee / account holder | $651 | $3,840-83.0% | $5,194-87.5% | $4,645-86.0% |