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 | $54,280 | $165,984-67.3% | $164,813-67.1% | $145,922-62.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 16.84% | 100.03%-83.2pp | 69.93%-53.1pp | 561.29%-544.4pp |
| Employer contribution / active EE | $5,573 | $5,273+5.7% | $4,341+28.4% | $4,660+19.6% |
| Participant deferral / active EE | $5,667 | $6,959-18.6% | $6,031-6.0% | $6,688-15.3% |
| Admin fee / account holder | $31,583 | $16,648+89.7% | $12,690+148.9% | $13,397+135.7% |