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 | $50,596 | $57,281-11.7% | $86,612-41.6% | $75,163-32.7% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 17.21% | 2670.75%-2653.5pp | 591.07%-573.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $5,382 | $2,314+132.5% | $3,022+78.1% | $2,670+101.6% |
| Participant deferral / active EE | $6,588 | $3,318+98.6% | $4,438+48.5% | $4,125+59.7% |
| Admin fee / account holder | $10,910 | $4,112+165.3% | $5,614+94.3% | $5,651+93.1% |