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 | $50,092 | $57,281-12.5% | $86,612-42.2% | $75,163-33.4% |
| Participation rate | 97.0% | 63.2%+33.8pp | 71.7%+25.3pp | 67.2%+29.8pp |
| Annual return | 33.23% | 2670.75%-2637.5pp | 591.07%-557.8pp | 160.62%-127.4pp |
| Employer contribution / active EE | $1,777 | $2,314-23.2% | $3,022-41.2% | $2,670-33.4% |
| Participant deferral / active EE | $2,511 | $3,318-24.3% | $4,438-43.4% | $4,125-39.1% |
| Admin fee / account holder | $6,282 | $4,112+52.8% | $5,614+11.9% | $5,651+11.2% |