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 8-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 | $61,140 | $70,669-13.5% | $169,368-63.9% | $75,163-18.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.99% | 36.36%-19.4pp | 405.60%-388.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,187 | $2,211+134.6% | $4,013+29.3% | $2,670+94.3% |
| Participant deferral / active EE | $8,838 | $4,311+105.0% | $6,221+42.1% | $4,125+114.2% |
| Admin fee / account holder | $3,473 | $5,402-35.7% | $9,003-61.4% | $5,651-38.5% |