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 | $100,317 | $226,064-55.6% | $182,532-45.0% | $152,861-34.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.93% | 192.51%-166.6pp | 148.54%-122.6pp | 345.32%-319.4pp |
| Employer contribution / active EE | $5,242 | $4,978+5.3% | $4,076+28.6% | $4,762+10.1% |
| Participant deferral / active EE | $13,156 | $6,368+106.6% | $5,524+138.2% | $5,850+124.9% |
| Admin fee / account holder | $3,156 | $10,703-70.5% | $8,592-63.3% | $11,596-72.8% |