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 | $85,840 | $202,318-57.6% | $172,739-50.3% | $152,861-43.8% |
| Participation rate | 90.5% | 87.1%+3.4pp | 82.6%+7.8pp | 82.4%+8.0pp |
| Annual return | 24.36% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,083 | $5,856-30.3% | $5,143-20.6% | $4,762-14.3% |
| Participant deferral / active EE | $4,900 | $5,948-17.6% | $5,198-5.7% | $5,850-16.2% |
| Admin fee / account holder | $913 | $17,109-94.7% | $13,954-93.5% | $11,596-92.1% |