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 | $49,516 | $112,881-56.1% | $90,951-45.6% | $158,922-68.8% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 13.68% | 215.79%-202.1pp | 134.60%-120.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $10,791 | $2,893+273.0% | $2,122+408.5% | $4,761+126.6% |
| Participant deferral / active EE | $5,200 | $4,128+26.0% | $3,373+54.2% | $5,982-13.1% |
| Admin fee / account holder | $527 | $8,041-93.4% | $5,959-91.2% | $11,246-95.3% |