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 | $56,243 | $210,408-73.3% | $153,485-63.4% | $145,922-61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.21% | 13.37%+6.8pp | 15.65%+4.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $4,458 | $6,048-26.3% | $5,039-11.5% | $4,660-4.3% |
| Participant deferral / active EE | $10,530 | $7,975+32.0% | $6,757+55.8% | $6,688+57.5% |
| Admin fee / account holder | $1,154 | $19,419-94.1% | $12,724-90.9% | $13,397-91.4% |