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 | $42,693 | $176,056-75.8% | $159,436-73.2% | $167,490-74.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 38.39% | 331.75%-293.4pp | 263.57%-225.2pp | 478.56%-440.2pp |
| Employer contribution / active EE | $2,619 | $5,297-50.6% | $4,829-45.8% | $4,837-45.9% |
| Participant deferral / active EE | $6,721 | $7,750-13.3% | $7,352-8.6% | $6,341+6.0% |
| Admin fee / account holder | $658 | $12,554-94.8% | $10,799-93.9% | $12,309-94.7% |