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 | $85,123 | $209,411-59.4% | $178,490-52.3% | $158,922-46.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.30% | 188.75%-163.5pp | 151.07%-125.8pp | 302.83%-277.5pp |
| Employer contribution / active EE | $34,039 | $5,706+496.5% | $5,011+579.3% | $4,761+614.9% |
| Participant deferral / active EE | $21,100 | $5,954+254.4% | $5,202+305.6% | $5,982+252.7% |
| Admin fee / account holder | $486 | $17,074-97.2% | $13,984-96.5% | $11,246-95.7% |