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 | $67,089 | $150,440-55.4% | $136,294-50.8% | $147,584-54.5% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 23.11% | 1049.08%-1026.0pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,852 | $5,256-64.8% | $4,695-60.6% | $4,876-62.0% |
| Participant deferral / active EE | $5,056 | $6,630-23.7% | $6,247-19.1% | $5,439-7.0% |
| Admin fee / account holder | $316 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |