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 5-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 | $20,971 | $148,534-85.9% | $135,903-84.6% | $139,434-85.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 139.24% | 79.19%+60.1pp | 68.23%+71.0pp | 372.94%-233.7pp |
| Employer contribution / active EE | $1,668 | $5,243-68.2% | $4,856-65.6% | $4,751-64.9% |
| Participant deferral / active EE | $4,775 | $8,100-41.0% | $7,758-38.4% | $6,710-28.8% |
| Admin fee / account holder | $458 | $12,400-96.3% | $10,762-95.7% | $11,403-96.0% |