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 9-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 | $67,548 | $102,966-34.4% | $90,281-25.2% | $152,861-55.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.86% | 95.16%-66.3pp | 78.10%-49.2pp | 345.32%-316.5pp |
| Employer contribution / active EE | $10,827 | $3,139+245.0% | $2,854+279.3% | $4,762+127.3% |
| Participant deferral / active EE | $6,184 | $4,281+44.4% | $3,885+59.2% | $5,850+5.7% |
| Admin fee / account holder | $1,728 | $6,171-72.0% | $5,351-67.7% | $11,596-85.1% |