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 | $70,523 | $99,020-28.8% | $86,590-18.6% | $147,584-52.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.53% | 1312.34%-1292.8pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,294 | $3,132-26.8% | $2,839-19.2% | $4,876-53.0% |
| Participant deferral / active EE | $5,119 | $3,972+28.9% | $3,609+41.9% | $5,439-5.9% |
| Admin fee / account holder | $1,579 | $5,710-72.3% | $4,906-67.8% | $10,885-85.5% |