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 | $67,151 | $102,317-34.4% | $146,958-54.3% | $80,856-17.0% |
| Participation rate | 82.0% | 75.8%+6.1pp | 82.2%-0.2pp | 67.6%+14.3pp |
| Annual return | 20.85% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $5,404 | $3,713+45.5% | $4,933+9.6% | $2,755+96.2% |
| Participant deferral / active EE | $11,579 | $6,644+74.3% | $8,070+43.5% | $4,296+169.5% |
| Admin fee / account holder | $6,718 | $7,941-15.4% | $12,998-48.3% | $6,918-2.9% |