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 | $57,558 | $202,318-71.6% | $172,739-66.7% | $152,861-62.3% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 85.98% | 1029.65%-943.7pp | 802.84%-716.9pp | 345.32%-259.3pp |
| Employer contribution / active EE | $1,958 | $5,856-66.6% | $5,143-61.9% | $4,762-58.9% |
| Participant deferral / active EE | $5,086 | $5,948-14.5% | $5,198-2.2% | $5,850-13.1% |
| Admin fee / account holder | $726 | $17,109-95.8% | $13,954-94.8% | $11,596-93.7% |