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 5-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 | $48,216 | $217,402-77.8% | $185,823-74.1% | $167,490-71.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 121.09% | 148.36%-27.3pp | 122.05%-1.0pp | 478.56%-357.5pp |
| Employer contribution / active EE | $1,404 | $5,873-76.1% | $5,167-72.8% | $4,837-71.0% |
| Participant deferral / active EE | $2,305 | $6,356-63.7% | $5,568-58.6% | $6,341-63.6% |
| Admin fee / account holder | $495 | $19,811-97.5% | $16,237-97.0% | $12,309-96.0% |