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 | $52,769 | $99,020-46.7% | $86,590-39.1% | $147,584-64.2% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 20.55% | 1312.34%-1291.8pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,628 | $3,132+15.9% | $2,839+27.8% | $4,876-25.6% |
| Participant deferral / active EE | $9,513 | $3,972+139.5% | $3,609+163.6% | $5,439+74.9% |
| Admin fee / account holder | $6,604 | $5,710+15.7% | $4,906+34.6% | $10,885-39.3% |