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 | $59,440 | $198,466-70.1% | $170,442-65.1% | $147,584-59.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.59% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $10,631 | $6,184+71.9% | $5,433+95.7% | $4,876+118.0% |
| Participant deferral / active EE | $5,821 | $5,629+3.4% | $4,939+17.8% | $5,439+7.0% |
| Admin fee / account holder | $682 | $16,852-96.0% | $13,880-95.1% | $10,885-93.7% |