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 | $77,700 | $152,587-49.1% | $125,175-37.9% | $152,861-49.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.22% | 54.84%-39.6pp | 43.79%-28.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $13,750 | $4,946+178.0% | $3,865+255.7% | $4,762+188.7% |
| Participant deferral / active EE | $7,693 | $5,868+31.1% | $4,937+55.8% | $5,850+31.5% |
| Admin fee / account holder | $39,866 | $13,434+196.8% | $9,702+310.9% | $11,596+243.8% |