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 | $67,989 | $105,998-35.9% | $92,233-26.3% | $147,584-53.9% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 13.31% | 50.05%-36.7pp | 176.28%-163.0pp | 578.55%-565.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,664 | $4,478-18.2% | $3,897-6.0% | $5,439-32.6% |
| Admin fee / account holder | $1,549 | $6,332-75.5% | $5,194-70.2% | $10,885-85.8% |