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 | $55,441 | $99,020-44.0% | $86,590-36.0% | $147,584-62.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.42% | 1312.34%-1286.9pp | 964.84%-939.4pp | 578.55%-553.1pp |
| Employer contribution / active EE | $3,884 | $3,132+24.0% | $2,839+36.8% | $4,876-20.3% |
| Participant deferral / active EE | $8,005 | $3,972+101.5% | $3,609+121.8% | $5,439+47.2% |
| Admin fee / account holder | $403 | $5,710-93.0% | $4,906-91.8% | $10,885-96.3% |