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 | $70,738 | $91,037-22.3% | $71,671-1.3% | $147,584-52.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 29.00% | 20.48%+8.5pp | 20.65%+8.4pp | 578.55%-549.5pp |
| Employer contribution / active EE | $9,805 | $3,327+194.7% | $2,460+298.6% | $4,876+101.1% |
| Participant deferral / active EE | $7,200 | $4,498+60.1% | $3,438+109.4% | $5,439+32.4% |
| Admin fee / account holder | $482 | $8,613-94.4% | $5,558-91.3% | $10,885-95.6% |