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 7-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 | $54,456 | $217,402-75.0% | $185,823-70.7% | $167,490-67.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.19% | 148.36%-126.2pp | 122.05%-99.9pp | 478.56%-456.4pp |
| Employer contribution / active EE | $4,595 | $5,873-21.8% | $5,167-11.1% | $4,837-5.0% |
| Participant deferral / active EE | $10,912 | $6,356+71.7% | $5,568+96.0% | $6,341+72.1% |
| Admin fee / account holder | $1,616 | $19,811-91.8% | $16,237-90.0% | $12,309-86.9% |