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 | $22,443 | $84,695-73.5% | $73,843-69.6% | $125,391-82.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 8.15% | 3123.53%-3115.4pp | 2267.84%-2259.7pp | 282.22%-274.1pp |
| Employer contribution / active EE | $4,317 | $3,123+38.2% | $2,787+54.9% | $4,866-11.3% |
| Participant deferral / active EE | $2,326 | $3,992-41.7% | $3,583-35.1% | $5,352-56.5% |
| Admin fee / account holder | $37,591 | $5,691+560.5% | $4,880+670.3% | $9,540+294.0% |