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 8-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 | $105,514 | $169,161-37.6% | $129,295-18.4% | $145,959-27.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.96% | 14348.07%-14324.1pp | 9429.28%-9405.3pp | 561.95%-538.0pp |
| Employer contribution / active EE | $11,359 | $5,543+104.9% | $4,157+173.3% | $4,661+143.7% |
| Participant deferral / active EE | $7,729 | $4,989+54.9% | $4,169+85.4% | $6,689+15.6% |
| Admin fee / account holder | $624 | $9,878-93.7% | $7,665-91.9% | $13,398-95.3% |