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 | $54,531 | $100,852-45.9% | $90,404-39.7% | $158,922-65.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 17.56% | 1724.20%-1706.6pp | 1293.02%-1275.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,255 | $3,689-38.9% | $3,262-30.9% | $4,761-52.6% |
| Participant deferral / active EE | $7,096 | $4,348+63.2% | $3,963+79.0% | $5,982+18.6% |
| Admin fee / account holder | $2,796 | $6,501-57.0% | $5,611-50.2% | $11,246-75.1% |