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 5-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 | $36,713 | $165,984-77.9% | $164,813-77.7% | $145,922-74.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.73% | 100.03%-76.3pp | 69.93%-46.2pp | 561.29%-537.6pp |
| Employer contribution / active EE | $10,445 | $5,273+98.1% | $4,341+140.6% | $4,660+124.2% |
| Participant deferral / active EE | $2,565 | $6,959-63.1% | $6,031-57.5% | $6,688-61.6% |
| Admin fee / account holder | $3,047 | $16,648-81.7% | $12,690-76.0% | $13,397-77.3% |