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 4-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 | $57,208 | $159,602-64.2% | $150,045-61.9% | $142,382-59.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 121.31% | 70.24%+51.1pp | 62.55%+58.8pp | 217.08%-95.8pp |
| Employer contribution / active EE | $2,535 | $4,961-48.9% | $4,693-46.0% | $4,299-41.0% |
| Participant deferral / active EE | $8,409 | $8,310+1.2% | $7,997+5.1% | $6,507+29.2% |
| Admin fee / account holder | $7,136 | $14,846-51.9% | $13,435-46.9% | $12,624-43.5% |