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 | $49,537 | $202,318-75.5% | $172,739-71.3% | $152,861-67.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 21.61% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,242 | $5,856-61.7% | $5,143-56.4% | $4,762-52.9% |
| Participant deferral / active EE | $3,547 | $5,948-40.4% | $5,198-31.8% | $5,850-39.4% |
| Admin fee / account holder | $312 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |