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 | $46,586 | $73,515-36.6% | $62,995-26.0% | $147,584-68.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.99% | 175.43%-155.4pp | 87.57%-67.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,931 | $3,320-41.9% | $2,759-30.0% | $4,876-60.4% |
| Participant deferral / active EE | $3,424 | $4,185-18.2% | $3,329+2.9% | $5,439-37.0% |
| Admin fee / account holder | $440 | $5,953-92.6% | $3,600-87.8% | $10,885-96.0% |