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 | $75,521 | $63,346+19.2% | $92,233-18.1% | $70,131+7.7% |
| Participation rate | 76.7% | 68.7%+8.1pp | 76.5%+0.3pp | 69.5%+7.2pp |
| Annual return | 17.16% | 530.12%-513.0pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $15,138 | $2,471+512.6% | $3,679+311.4% | $2,342+546.3% |
| Participant deferral / active EE | $1,190 | $2,854-58.3% | $3,897-69.5% | $3,332-64.3% |
| Admin fee / account holder | $7,642 | $3,840+99.0% | $5,194+47.1% | $4,645+64.5% |