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 | $96,320 | $171,865-44.0% | $149,718-35.7% | $147,584-34.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 22.48% | 2113.22%-2090.7pp | 1501.63%-1479.1pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,913 | $6,275-53.6% | $5,445-46.5% | $4,876-40.3% |
| Participant deferral / active EE | $7,291 | $7,271+0.3% | $6,569+11.0% | $5,439+34.1% |
| Admin fee / account holder | $3,404 | $13,799-75.3% | $11,283-69.8% | $10,885-68.7% |