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 | $55,644 | $227,553-75.5% | $189,557-70.6% | $167,490-66.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.15% | 78.40%-65.3pp | 64.17%-51.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $5,206 | $5,316-2.1% | $4,412+18.0% | $4,837+7.6% |
| Participant deferral / active EE | $9,518 | $7,002+35.9% | $6,174+54.2% | $6,341+50.1% |
| Admin fee / account holder | $2,559 | $11,878-78.5% | $9,807-73.9% | $12,309-79.2% |