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 | $99,179 | $171,865-42.3% | $149,718-33.8% | $147,584-32.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 22.71% | 2113.22%-2090.5pp | 1501.63%-1478.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,660 | $6,275-73.6% | $5,445-69.5% | $4,876-66.0% |
| Participant deferral / active EE | $7,908 | $7,271+8.8% | $6,569+20.4% | $5,439+45.4% |
| Admin fee / account holder | $7,545 | $13,799-45.3% | $11,283-33.1% | $10,885-30.7% |