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 | $82,858 | $124,185-33.3% | $108,410-23.6% | $167,490-50.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.53% | 1379.64%-1364.1pp | 905.27%-889.7pp | 478.56%-463.0pp |
| Employer contribution / active EE | $6,666 | $4,187+59.2% | $3,558+87.3% | $4,837+37.8% |
| Participant deferral / active EE | $6,145 | $6,908-11.1% | $6,563-6.4% | $6,341-3.1% |
| Admin fee / account holder | $994 | $9,455-89.5% | $7,295-86.4% | $12,309-91.9% |