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 | $68,857 | $118,450-41.9% | $98,439-30.1% | $139,434-50.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 73.30% | 18.94%+54.4pp | 21.16%+52.1pp | 372.94%-299.6pp |
| Employer contribution / active EE | $5,511 | $3,609+52.7% | $3,048+80.8% | $4,751+16.0% |
| Participant deferral / active EE | $9,556 | $5,392+77.2% | $4,738+101.7% | $6,710+42.4% |
| Admin fee / account holder | $1,352 | $14,026-90.4% | $8,948-84.9% | $11,403-88.1% |