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 | $59,154 | $99,020-40.3% | $86,590-31.7% | $147,584-59.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.99% | 1312.34%-1289.3pp | 964.84%-941.8pp | 578.55%-555.6pp |
| Employer contribution / active EE | $3,697 | $3,132+18.0% | $2,839+30.2% | $4,876-24.2% |
| Participant deferral / active EE | $12,971 | $3,972+226.5% | $3,609+259.4% | $5,439+138.5% |
| Admin fee / account holder | $547 | $5,710-90.4% | $4,906-88.9% | $10,885-95.0% |