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 | $60,630 | $98,750-38.6% | $149,696-59.5% | $79,858-24.1% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+13.0pp |
| Annual return | 107.26% | 27.43%+79.8pp | 276.60%-169.3pp | 31.71%+75.6pp |
| Employer contribution / active EE | $6,638 | $3,216+106.4% | $4,644+42.9% | $2,471+168.7% |
| Participant deferral / active EE | $14,239 | $5,680+150.7% | $6,842+108.1% | $3,740+280.7% |
| Admin fee / account holder | $6,054 | $6,0530% | $9,309-35.0% | $5,306+14.1% |