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 | $60,071 | $159,901-62.4% | $146,958-59.1% | $145,922-58.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 32.53% | 98.13%-65.6pp | 418.34%-385.8pp | 561.29%-528.8pp |
| Employer contribution / active EE | $7,293 | $5,286+38.0% | $4,933+47.9% | $4,660+56.5% |
| Participant deferral / active EE | $13,196 | $8,428+56.6% | $8,070+63.5% | $6,688+97.3% |
| Admin fee / account holder | $33,678 | $15,044+123.9% | $12,998+159.1% | $13,397+151.4% |