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 | $39,731 | $150,440-73.6% | $136,294-70.8% | $147,584-73.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 22.59% | 1049.08%-1026.5pp | 5155.94%-5133.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $4,448 | $5,256-15.4% | $4,695-5.3% | $4,876-8.8% |
| Participant deferral / active EE | $8,012 | $6,630+20.8% | $6,247+28.2% | $5,439+47.3% |
| Admin fee / account holder | $790 | $10,905-92.8% | $9,243-91.5% | $10,885-92.7% |