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 | $51,741 | $109,817-52.9% | $98,442-47.4% | $167,490-69.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.57% | 1956.69%-1938.1pp | 1492.73%-1474.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,495 | $3,224-22.6% | $2,960-15.7% | $4,837-48.4% |
| Participant deferral / active EE | $4,516 | $4,673-3.4% | $4,276+5.6% | $6,341-28.8% |
| Admin fee / account holder | $1,896 | $6,753-71.9% | $5,949-68.1% | $12,309-84.6% |