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 3-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 | $68,972 | $154,228-55.3% | $145,433-52.6% | $137,256-49.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 651.30% | 74.59%+576.7pp | 66.58%+584.7pp | 220.34%+431.0pp |
| Employer contribution / active EE | $4,763 | $4,804-0.8% | $4,554+4.6% | $4,156+14.6% |
| Participant deferral / active EE | $8,133 | $8,216-1.0% | $7,897+3.0% | $6,407+26.9% |
| Admin fee / account holder | $328 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |