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 | $51,133 | $105,998-51.8% | $92,233-44.6% | $147,584-65.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.72% | 50.05%-34.3pp | 176.28%-160.6pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,967 | $4,333-8.4% | $3,679+7.8% | $4,876-18.6% |
| Participant deferral / active EE | $4,734 | $4,478+5.7% | $3,897+21.5% | $5,439-13.0% |
| Admin fee / account holder | $1,037 | $6,332-83.6% | $5,194-80.0% | $10,885-90.5% |