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 | $45,446 | $118,680-61.7% | $98,907-54.1% | $158,922-71.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 46.47% | 372.35%-325.9pp | 196.43%-150.0pp | 302.83%-256.4pp |
| Employer contribution / active EE | $2,563 | $3,333-23.1% | $2,689-4.7% | $4,761-46.2% |
| Participant deferral / active EE | $6,213 | $5,088+22.1% | $4,244+46.4% | $5,982+3.9% |
| Admin fee / account holder | $1,524 | $10,131-85.0% | $6,642-77.1% | $11,246-86.4% |