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 | $63,282 | $74,888-15.5% | $71,209-11.1% | $142,382-55.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.67% | 345.14%-324.5pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,320 | $2,854+51.4% | $2,721+58.8% | $4,299+0.5% |
| Participant deferral / active EE | $8,794 | $4,454+97.4% | $4,175+110.6% | $6,507+35.1% |
| Admin fee / account holder | $12,025 | $5,568+116.0% | $5,349+124.8% | $12,624-4.7% |