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 9-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 | $37,459 | $209,832-82.1% | $189,513-80.2% | $167,490-77.6% |
| Participation rate | 70.8% | 88.7%-17.8pp | 87.8%-17.0pp | 82.1%-11.3pp |
| Annual return | 22.67% | 748.27%-725.6pp | 555.15%-532.5pp | 478.56%-455.9pp |
| Employer contribution / active EE | $2,677 | $6,914-61.3% | $6,162-56.5% | $4,837-44.7% |
| Participant deferral / active EE | $4,720 | $8,935-47.2% | $8,221-42.6% | $6,341-25.6% |
| Admin fee / account holder | $2,018 | $14,293-85.9% | $12,045-83.2% | $12,309-83.6% |