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 | $66,784 | $96,635-30.9% | $86,612-22.9% | $139,434-52.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.79% | 106.41%-91.6pp | 591.07%-576.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,685 | $3,263+74.2% | $3,022+88.1% | $4,751+19.7% |
| Participant deferral / active EE | $3,468 | $4,836-28.3% | $4,438-21.8% | $6,710-48.3% |
| Admin fee / account holder | $7,589 | $6,408+18.4% | $5,614+35.2% | $11,403-33.4% |