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 | $53,432 | $88,751-39.8% | $81,812-34.7% | $145,922-63.4% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 24.69% | 1025.40%-1000.7pp | 773.79%-749.1pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,433 | $3,083-21.1% | $2,912-16.4% | $4,660-47.8% |
| Participant deferral / active EE | $5,007 | $4,643+7.8% | $4,319+15.9% | $6,688-25.1% |
| Admin fee / account holder | $11,031 | $8,415+31.1% | $7,386+49.4% | $13,397-17.7% |