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 | $38,259 | $100,852-62.1% | $90,404-57.7% | $158,922-75.9% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 12.59% | 1724.20%-1711.6pp | 1293.02%-1280.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,898 | $3,689-48.5% | $3,262-41.8% | $4,761-60.1% |
| Participant deferral / active EE | $5,647 | $4,348+29.9% | $3,963+42.5% | $5,982-5.6% |
| Admin fee / account holder | $7,357 | $6,501+13.2% | $5,611+31.1% | $11,246-34.6% |