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 | $104,434 | $158,398-34.1% | $126,539-17.5% | $142,382-26.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.06% | 593.76%-581.7pp | 425.95%-413.9pp | 217.08%-205.0pp |
| Employer contribution / active EE | $589 | $4,650-87.3% | $3,674-84.0% | $4,299-86.3% |
| Participant deferral / active EE | $3,553 | $4,767-25.5% | $4,083-13.0% | $6,507-45.4% |
| Admin fee / account holder | $2,117 | $6,918-69.4% | $6,065-65.1% | $12,624-83.2% |