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 7-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 | $67,306 | $72,400-7.0% | $67,502-0.3% | $145,922-53.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.57% | 7182.46%-7171.9pp | 3512.12%-3501.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $6,337 | $3,069+106.5% | $2,731+132.1% | $4,660+36.0% |
| Participant deferral / active EE | $8,209 | $4,783+71.6% | $4,000+105.2% | $6,688+22.7% |
| Admin fee / account holder | $13,062 | $5,539+135.8% | $3,998+226.7% | $13,397-2.5% |