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 | $24,373 | $150,440-83.8% | $136,294-82.1% | $147,584-83.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 25.44% | 1049.08%-1023.6pp | 5155.94%-5130.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $3,757 | $5,256-28.5% | $4,695-20.0% | $4,876-23.0% |
| Participant deferral / active EE | $4,307 | $6,630-35.0% | $6,247-31.1% | $5,439-20.8% |
| Admin fee / account holder | $1,061 | $10,905-90.3% | $9,243-88.5% | $10,885-90.3% |