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 | $43,312 | $150,440-71.2% | $136,294-68.2% | $147,584-70.7% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 24.21% | 1049.08%-1024.9pp | 5155.94%-5131.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $5,812 | $5,256+10.6% | $4,695+23.8% | $4,876+19.2% |
| Participant deferral / active EE | $7,370 | $6,630+11.1% | $6,247+18.0% | $5,439+35.5% |
| Admin fee / account holder | $749 | $10,905-93.1% | $9,243-91.9% | $10,885-93.1% |