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 8-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 | $45,953 | $159,901-71.3% | $146,958-68.7% | $145,922-68.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 75.84% | 98.13%-22.3pp | 418.34%-342.5pp | 561.29%-485.4pp |
| Employer contribution / active EE | $1,986 | $5,286-62.4% | $4,933-59.7% | $4,660-57.4% |
| Participant deferral / active EE | $3,901 | $8,428-53.7% | $8,070-51.7% | $6,688-41.7% |
| Admin fee / account holder | $1,135 | $15,044-92.5% | $12,998-91.3% | $13,397-91.5% |