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 | $43,001 | $99,020-56.6% | $86,590-50.3% | $147,584-70.9% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 18.18% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $5,861 | $3,132+87.1% | $2,839+106.4% | $4,876+20.2% |
| Participant deferral / active EE | $9,320 | $3,972+134.6% | $3,609+158.3% | $5,439+71.4% |
| Admin fee / account holder | $8,679 | $5,710+52.0% | $4,906+76.9% | $10,885-20.3% |