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 | $69,893 | $176,056-60.3% | $159,436-56.2% | $167,490-58.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.51% | 331.75%-320.2pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,594 | $5,297-32.1% | $4,829-25.6% | $4,837-25.7% |
| Participant deferral / active EE | $8,600 | $7,750+11.0% | $7,352+17.0% | $6,341+35.6% |
| Admin fee / account holder | $4,019 | $12,554-68.0% | $10,799-62.8% | $12,309-67.3% |