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 | $65,691 | $99,020-33.7% | $86,590-24.1% | $147,584-55.5% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 31.75% | 1312.34%-1280.6pp | 964.84%-933.1pp | 578.55%-546.8pp |
| Employer contribution / active EE | $3,322 | $3,132+6.1% | $2,839+17.0% | $4,876-31.9% |
| Participant deferral / active EE | $11,194 | $3,972+181.8% | $3,609+210.2% | $5,439+105.8% |
| Admin fee / account holder | $526 | $5,710-90.8% | $4,906-89.3% | $10,885-95.2% |