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 | $73,631 | $150,440-51.1% | $136,294-46.0% | $147,584-50.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.46% | 1049.08%-1031.6pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $3,063 | $5,256-41.7% | $4,695-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $4,382 | $6,630-33.9% | $6,247-29.9% | $5,439-19.4% |
| Admin fee / account holder | $5,934 | $10,905-45.6% | $9,243-35.8% | $10,885-45.5% |