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 | $25,365 | $99,020-74.4% | $86,590-70.7% | $147,584-82.8% |
| Participation rate | 79.2% | 76.3%+2.8pp | 73.5%+5.6pp | 82.8%-3.7pp |
| Annual return | 11.39% | 1312.34%-1300.9pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,990 | $3,132-4.5% | $2,839+5.3% | $4,876-38.7% |
| Participant deferral / active EE | $4,301 | $3,972+8.3% | $3,609+19.2% | $5,439-20.9% |
| Admin fee / account holder | $1,842 | $5,710-67.7% | $4,906-62.4% | $10,885-83.1% |