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 | $91,666 | $144,119-36.4% | $117,854-22.2% | $147,584-37.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 10.76% | 531.15%-520.4pp | 335.08%-324.3pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,088 | $4,896-57.4% | $3,786-44.8% | $4,876-57.2% |
| Participant deferral / active EE | $4,127 | $5,316-22.4% | $4,482-7.9% | $5,439-24.1% |
| Admin fee / account holder | $792 | $10,886-92.7% | $8,020-90.1% | $10,885-92.7% |