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 | $44,610 | $209,411-78.7% | $178,490-75.0% | $158,922-71.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.23% | 188.75%-151.5pp | 151.07%-113.8pp | 302.83%-265.6pp |
| Employer contribution / active EE | $2,963 | $5,706-48.1% | $5,011-40.9% | $4,761-37.8% |
| Participant deferral / active EE | $3,760 | $5,954-36.9% | $5,202-27.7% | $5,982-37.2% |
| Admin fee / account holder | $498 | $17,074-97.1% | $13,984-96.4% | $11,246-95.6% |