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 7-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 | $29,109 | $217,402-86.6% | $185,823-84.3% | $167,490-82.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 59.40% | 148.36%-89.0pp | 122.05%-62.7pp | 478.56%-419.2pp |
| Employer contribution / active EE | $3,071 | $5,873-47.7% | $5,167-40.6% | $4,837-36.5% |
| Participant deferral / active EE | $6,083 | $6,356-4.3% | $5,568+9.3% | $6,341-4.1% |
| Admin fee / account holder | $1,312 | $19,811-93.4% | $16,237-91.9% | $12,309-89.3% |