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 | $158,421 | $90,600+74.9% | $79,464+99.4% | $135,375+17.0% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | 8.71% | 977.43%-968.7pp | 718.14%-709.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $6,466 | $3,068+110.7% | $2,800+130.9% | $4,779+35.3% |
| Participant deferral / active EE | $9,345 | $4,050+130.7% | $3,704+152.3% | $5,609+66.6% |
| Admin fee / account holder | $1,911 | $5,907-67.6% | $5,113-62.6% | $10,827-82.3% |