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 4-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 | $57,394 | $210,648-72.8% | $177,989-67.8% | $145,922-60.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.66% | 385.86%-366.2pp | 294.48%-274.8pp | 561.29%-541.6pp |
| Employer contribution / active EE | $6,186 | $4,565+35.5% | $3,949+56.7% | $4,660+32.8% |
| Participant deferral / active EE | $11,871 | $6,958+70.6% | $6,276+89.2% | $6,688+77.5% |
| Admin fee / account holder | $4,439 | $12,013-63.1% | $10,363-57.2% | $13,397-66.9% |