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 | $82,747 | $106,890-22.6% | $84,015-1.5% | $152,861-45.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.47% | 104.99%-80.5pp | 71.31%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,808 | $2,734-33.9% | $1,983-8.9% | $4,762-62.0% |
| Participant deferral / active EE | $2,808 | $4,011-30.0% | $3,239-13.3% | $5,850-52.0% |
| Admin fee / account holder | $830 | $8,285-90.0% | $6,101-86.4% | $11,596-92.8% |