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 | $53,644 | $169,032-68.3% | $129,207-58.5% | $145,922-63.2% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 10.04% | 14330.11%-14320.1pp | 9417.33%-9407.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $8,037 | $5,537+45.2% | $4,153+93.5% | $4,660+72.5% |
| Participant deferral / active EE | $5,382 | $4,987+7.9% | $4,168+29.1% | $6,688-19.5% |
| Admin fee / account holder | $2,046 | $9,954-79.4% | $7,715-73.5% | $13,397-84.7% |