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 | $70,100 | $144,119-51.4% | $117,854-40.5% | $147,584-52.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.02% | 531.15%-512.1pp | 335.08%-316.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,920 | $4,896+0.5% | $3,786+30.0% | $4,876+0.9% |
| Participant deferral / active EE | $7,730 | $5,316+45.4% | $4,482+72.5% | $5,439+42.1% |
| Admin fee / account holder | $675 | $10,886-93.8% | $8,020-91.6% | $10,885-93.8% |