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 | $103,104 | $156,846-34.3% | $121,098-14.9% | $139,434-26.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 17.39% | 1474.56%-1457.2pp | 985.75%-968.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,286 | $5,536-4.5% | $4,164+27.0% | $4,751+11.3% |
| Participant deferral / active EE | $6,751 | $4,844+39.4% | $4,080+65.5% | $6,710+0.6% |
| Admin fee / account holder | $1,958 | $6,946-71.8% | $5,644-65.3% | $11,403-82.8% |