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 | $103,444 | $210,648-50.9% | $177,989-41.9% | $145,922-29.1% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 16.14% | 385.86%-369.7pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,847 | $4,565-15.7% | $3,949-2.6% | $4,660-17.5% |
| Participant deferral / active EE | $1,609 | $6,958-76.9% | $6,276-74.4% | $6,688-75.9% |
| Admin fee / account holder | $3,629 | $12,013-69.8% | $10,363-65.0% | $13,397-72.9% |