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 6-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 | $72,150 | $210,648-65.7% | $177,989-59.5% | $145,922-50.6% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 23.55% | 385.86%-362.3pp | 294.48%-270.9pp | 561.29%-537.7pp |
| Employer contribution / active EE | $12,204 | $4,565+167.4% | $3,949+209.1% | $4,660+161.9% |
| Participant deferral / active EE | $5,720 | $6,958-17.8% | $6,276-8.9% | $6,688-14.5% |
| Admin fee / account holder | $1,023 | $12,013-91.5% | $10,363-90.1% | $13,397-92.4% |