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 6-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 | $60,475 | $133,922-54.8% | $116,228-48.0% | $142,382-57.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 24.76% | 147.76%-123.0pp | 90.06%-65.3pp | 217.08%-192.3pp |
| Employer contribution / active EE | $7,351 | $3,446+113.4% | $2,994+145.5% | $4,299+71.0% |
| Participant deferral / active EE | $6,854 | $5,672+20.8% | $4,953+38.4% | $6,507+5.3% |
| Admin fee / account holder | $5,746 | $14,945-61.6% | $11,989-52.1% | $12,624-54.5% |