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 7-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 | $123,752 | $209,411-40.9% | $178,490-30.7% | $158,922-22.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.74% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $17,923 | $5,706+214.1% | $5,011+257.7% | $4,761+276.4% |
| Participant deferral / active EE | $15,672 | $5,954+163.2% | $5,202+201.3% | $5,982+162.0% |
| Admin fee / account holder | $568 | $17,074-96.7% | $13,984-95.9% | $11,246-94.9% |