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 6-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 | $64,951 | $109,904-40.9% | $97,167-33.2% | $145,959-55.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.37% | 243.43%-230.1pp | 75.27%-61.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,384 | $3,084-22.7% | $2,729-12.6% | $4,661-48.8% |
| Participant deferral / active EE | $7,617 | $4,676+62.9% | $4,264+78.7% | $6,689+13.9% |
| Admin fee / account holder | $448 | $6,216-92.8% | $5,650-92.1% | $13,398-96.7% |