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 | $62,044 | $96,635-35.8% | $86,612-28.4% | $139,434-55.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.36% | 106.41%-89.1pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $6,501 | $3,263+99.2% | $3,022+115.1% | $4,751+36.8% |
| Participant deferral / active EE | $1,248 | $4,836-74.2% | $4,438-71.9% | $6,710-81.4% |
| Admin fee / account holder | $815 | $6,408-87.3% | $5,614-85.5% | $11,403-92.9% |