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 5-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 | $11,310 | $76,738-85.3% | $56,411-80.0% | $145,922-92.2% |
| Participation rate | 72.2% | 63.2%+9.0pp | 52.5%+19.8pp | 80.3%-8.1pp |
| Annual return | 69.53% | 2994.23%-2924.7pp | 1701.33%-1631.8pp | 561.29%-491.8pp |
| Employer contribution / active EE | $904 | $1,380-34.5% | $1,039-13.0% | $4,660-80.6% |
| Participant deferral / active EE | $3,255 | $2,623+24.1% | $1,952+66.7% | $6,688-51.3% |
| Admin fee / account holder | $7,361 | $3,334+120.8% | $2,829+160.2% | $13,397-45.1% |