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 | $40,097 | $105,998-62.2% | $92,233-56.5% | $147,584-72.8% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 11.64% | 50.05%-38.4pp | 176.28%-164.6pp | 578.55%-566.9pp |
| Employer contribution / active EE | $4,630 | $4,333+6.9% | $3,679+25.8% | $4,876-5.1% |
| Participant deferral / active EE | $1,289 | $4,478-71.2% | $3,897-66.9% | $5,439-76.3% |
| Admin fee / account holder | $453 | $6,332-92.8% | $5,194-91.3% | $10,885-95.8% |