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 9-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 | $42,418 | $209,411-79.7% | $178,490-76.2% | $158,922-73.3% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 33.48% | 188.75%-155.3pp | 151.07%-117.6pp | 302.83%-269.3pp |
| Employer contribution / active EE | $2,895 | $5,706-49.3% | $5,011-42.2% | $4,761-39.2% |
| Participant deferral / active EE | $7,254 | $5,954+21.8% | $5,202+39.5% | $5,982+21.3% |
| Admin fee / account holder | $543 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |