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 | $36,737 | $46,553-21.1% | $64,056-42.6% | $75,163-51.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 49.27% | 26.03%+23.2pp | 33.69%+15.6pp | 160.62%-111.4pp |
| Employer contribution / active EE | $3,772 | $1,974+91.1% | $2,747+37.4% | $2,670+41.3% |
| Participant deferral / active EE | $7,972 | $2,837+181.0% | $3,880+105.5% | $4,125+93.3% |
| Admin fee / account holder | $1,262 | $2,952-57.3% | $3,068-58.9% | $5,651-77.7% |