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 | $61,047 | $102,966-40.7% | $90,281-32.4% | $152,861-60.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.11% | 95.16%-68.1pp | 78.10%-51.0pp | 345.32%-318.2pp |
| Employer contribution / active EE | $7,810 | $3,139+148.8% | $2,854+173.6% | $4,762+64.0% |
| Participant deferral / active EE | $6,352 | $4,281+48.4% | $3,885+63.5% | $5,850+8.6% |
| Admin fee / account holder | $2,134 | $6,171-65.4% | $5,351-60.1% | $11,596-81.6% |