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 | $88,872 | $202,318-56.1% | $172,739-48.6% | $152,861-41.9% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 19.07% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $6,579 | $5,856+12.3% | $5,143+27.9% | $4,762+38.1% |
| Participant deferral / active EE | $5,071 | $5,948-14.7% | $5,198-2.4% | $5,850-13.3% |
| Admin fee / account holder | $3,329 | $17,109-80.5% | $13,954-76.1% | $11,596-71.3% |