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 | $62,732 | $202,318-69.0% | $172,739-63.7% | $152,861-59.0% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 15.87% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,458 | $5,856-75.1% | $5,143-71.6% | $4,762-69.4% |
| Participant deferral / active EE | $3,722 | $5,948-37.4% | $5,198-28.4% | $5,850-36.4% |
| Admin fee / account holder | $2,900 | $17,109-83.0% | $13,954-79.2% | $11,596-75.0% |