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 | $62,754 | $107,334-41.5% | $92,893-32.4% | $152,861-58.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.29% | 145.58%-115.3pp | 109.41%-79.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $12,156 | $4,221+188.0% | $3,653+232.8% | $4,762+155.3% |
| Participant deferral / active EE | $6,328 | $4,845+30.6% | $4,236+49.4% | $5,850+8.2% |
| Admin fee / account holder | $591 | $7,079-91.6% | $5,794-89.8% | $11,596-94.9% |