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 6-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 | $59,892 | $183,519-67.4% | $155,509-61.5% | $145,922-59.0% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 27.09% | 61.17%-34.1pp | 64.67%-37.6pp | 561.29%-534.2pp |
| Employer contribution / active EE | $12,695 | $5,313+139.0% | $4,672+171.7% | $4,660+172.5% |
| Participant deferral / active EE | $7,805 | $6,462+20.8% | $5,626+38.7% | $6,688+16.7% |
| Admin fee / account holder | $561 | $19,313-97.1% | $15,912-96.5% | $13,397-95.8% |