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 | $65,622 | $183,963-64.3% | $162,163-59.5% | $152,861-57.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.17% | 150.76%-124.6pp | 115.59%-89.4pp | 345.32%-319.2pp |
| Employer contribution / active EE | $5,738 | $6,371-9.9% | $5,614+2.2% | $4,762+20.5% |
| Participant deferral / active EE | $9,391 | $8,034+16.9% | $7,298+28.7% | $5,850+60.5% |
| Admin fee / account holder | $2,732 | $13,121-79.2% | $10,843-74.8% | $11,596-76.4% |