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 | $98,012 | $169,032-42.0% | $129,207-24.1% | $145,922-32.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.25% | 14330.11%-14317.9pp | 9417.33%-9405.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,200 | $5,537-60.3% | $4,153-47.0% | $4,660-52.8% |
| Participant deferral / active EE | $6,279 | $4,987+25.9% | $4,168+50.7% | $6,688-6.1% |
| Admin fee / account holder | $792 | $9,954-92.0% | $7,715-89.7% | $13,397-94.1% |