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 | $91,321 | $144,119-36.6% | $117,854-22.5% | $147,584-38.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.06% | 531.15%-511.1pp | 335.08%-315.0pp | 578.55%-558.5pp |
| Employer contribution / active EE | $5,158 | $4,896+5.3% | $3,786+36.2% | $4,876+5.8% |
| Participant deferral / active EE | $13,601 | $5,316+155.8% | $4,482+203.5% | $5,439+150.1% |
| Admin fee / account holder | $6,353 | $10,886-41.6% | $8,020-20.8% | $10,885-41.6% |