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 4-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 | $81,819 | $126,574-35.4% | $106,213-23.0% | $145,922-43.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.56% | 224.79%-212.2pp | 116.14%-103.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $10,949 | $3,730+193.5% | $3,171+245.2% | $4,660+135.0% |
| Participant deferral / active EE | $13,086 | $5,724+128.6% | $5,016+160.9% | $6,688+95.7% |
| Admin fee / account holder | $543 | $17,304-96.9% | $11,033-95.1% | $13,397-95.9% |