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 | $56,171 | $159,901-64.9% | $146,958-61.8% | $145,922-61.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.90% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,273 | $5,286-57.0% | $4,933-53.9% | $4,660-51.2% |
| Participant deferral / active EE | $5,410 | $8,428-35.8% | $8,070-33.0% | $6,688-19.1% |
| Admin fee / account holder | $3,591 | $15,044-76.1% | $12,998-72.4% | $13,397-73.2% |