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 | $86,758 | $185,200-53.2% | $142,863-39.3% | $167,490-48.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.58% | 8555.70%-8541.1pp | 5637.54%-5623.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,862 | $5,604-66.8% | $4,144-55.1% | $4,837-61.5% |
| Participant deferral / active EE | $3,211 | $4,494-28.6% | $3,837-16.3% | $6,341-49.4% |
| Admin fee / account holder | $10,470 | $8,031+30.4% | $6,560+59.6% | $12,309-14.9% |