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 | $19,749 | $90,348-78.1% | $75,972-74.0% | $145,922-86.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.31% | 620.88%-610.6pp | 359.55%-349.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,545 | $3,311+7.1% | $2,685+32.1% | $4,660-23.9% |
| Participant deferral / active EE | $1,643 | $5,162-68.2% | $4,255-61.4% | $6,688-75.4% |
| Admin fee / account holder | $353 | $8,467-95.8% | $6,467-94.5% | $13,397-97.4% |