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 | $65,161 | $198,466-67.2% | $170,442-61.8% | $147,584-55.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.45% | 257.29%-243.8pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $7,568 | $6,184+22.4% | $5,433+39.3% | $4,876+55.2% |
| Participant deferral / active EE | $5,054 | $5,629-10.2% | $4,939+2.3% | $5,439-7.1% |
| Admin fee / account holder | $1,682 | $16,852-90.0% | $13,880-87.9% | $10,885-84.5% |