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 3-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 | $66,740 | $111,754-40.3% | $103,333-35.4% | $145,922-54.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.81% | 24.77%-5.0pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $5,400 | $4,212+28.2% | $3,868+39.6% | $4,660+15.9% |
| Participant deferral / active EE | $26,520 | $5,619+372.0% | $5,057+424.4% | $6,688+296.5% |
| Admin fee / account holder | $949 | $9,750-90.3% | $8,355-88.6% | $13,397-92.9% |