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 | $52,718 | $159,901-67.0% | $146,958-64.1% | $145,922-63.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.37% | 98.13%-77.8pp | 418.34%-398.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $5,286 | $5,2860% | $4,933+7.2% | $4,660+13.4% |
| Participant deferral / active EE | $12,160 | $8,428+44.3% | $8,070+50.7% | $6,688+81.8% |
| Admin fee / account holder | $2,495 | $15,044-83.4% | $12,998-80.8% | $13,397-81.4% |