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 7-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 | $77,532 | $102,317-24.2% | $146,958-47.2% | $80,856-4.1% |
| Participation rate | 74.1% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 17.83% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $17,095 | $6,644+157.3% | $8,070+111.8% | $4,296+298.0% |
| Admin fee / account holder | $10,072 | $7,941+26.8% | $12,998-22.5% | $6,918+45.6% |