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 7-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 | $37,082 | $176,056-78.9% | $159,436-76.7% | $167,490-77.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.91% | 331.75%-311.8pp | 263.57%-243.7pp | 478.56%-458.6pp |
| Employer contribution / active EE | $5,917 | $5,297+11.7% | $4,829+22.5% | $4,837+22.3% |
| Participant deferral / active EE | $14,990 | $7,750+93.4% | $7,352+103.9% | $6,341+136.4% |
| Admin fee / account holder | $390 | $12,554-96.9% | $10,799-96.4% | $12,309-96.8% |