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 | $57,169 | $65,561-12.8% | $86,188-33.7% | $75,163-23.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 23.03% | 46.05%-23.0pp | 1168.45%-1145.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $5,897 | $1,553+279.8% | $2,380+147.8% | $2,670+120.9% |
| Participant deferral / active EE | $6,590 | $3,024+118.0% | $3,985+65.4% | $4,125+59.8% |
| Admin fee / account holder | $1,122 | $5,474-79.5% | $6,852-83.6% | $5,651-80.2% |