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 3-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 | $29,682 | $202,432-85.3% | $169,368-82.5% | $139,434-78.7% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 28.62% | 531.74%-503.1pp | 405.60%-377.0pp | 372.94%-344.3pp |
| Employer contribution / active EE | $5,163 | $4,692+10.0% | $4,013+28.7% | $4,751+8.7% |
| Participant deferral / active EE | $11,012 | $6,938+58.7% | $6,221+77.0% | $6,710+64.1% |
| Admin fee / account holder | $770 | $10,708-92.8% | $9,003-91.5% | $11,403-93.2% |