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 | $37,070 | $127,386-70.9% | $115,037-67.8% | $125,391-70.4% |
| Participation rate | 77.3% | 84.2%-6.9pp | 81.4%-4.1pp | 83.2%-5.9pp |
| Annual return | 97.50% | 31.28%+66.2pp | 26.14%+71.4pp | 282.22%-184.7pp |
| Employer contribution / active EE | $3,763 | $5,166-27.2% | $4,608-18.3% | $4,866-22.7% |
| Participant deferral / active EE | $10,945 | $6,423+70.4% | $6,026+81.6% | $5,352+104.5% |
| Admin fee / account holder | $24,801 | $9,516+160.6% | $8,175+203.4% | $9,540+160.0% |