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 | $67,276 | $96,305-30.1% | $80,569-16.5% | $139,434-51.8% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 18.42% | 1350.08%-1331.7pp | 935.43%-917.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,563 | $3,262-21.4% | $2,723-5.9% | $4,751-46.0% |
| Participant deferral / active EE | $10,401 | $5,232+98.8% | $4,447+133.9% | $6,710+55.0% |
| Admin fee / account holder | $2,437 | $6,599-63.1% | $5,377-54.7% | $11,403-78.6% |