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 | $28,390 | $99,020-71.3% | $86,590-67.2% | $147,584-80.8% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 33.33% | 1312.34%-1279.0pp | 964.84%-931.5pp | 578.55%-545.2pp |
| Employer contribution / active EE | $3,724 | $3,132+18.9% | $2,839+31.2% | $4,876-23.6% |
| Participant deferral / active EE | $5,587 | $3,972+40.7% | $3,609+54.8% | $5,439+2.7% |
| Admin fee / account holder | $4,880 | $5,710-14.5% | $4,906-0.5% | $10,885-55.2% |