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 | $52,037 | $88,751-41.4% | $81,812-36.4% | $145,922-64.3% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 16.94% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,437 | $3,083+11.5% | $2,912+18.0% | $4,660-26.2% |
| Participant deferral / active EE | $1,569 | $4,643-66.2% | $4,319-63.7% | $6,688-76.5% |
| Admin fee / account holder | $5,343 | $8,415-36.5% | $7,386-27.7% | $13,397-60.1% |