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 | $81,073 | $104,974-22.8% | $95,585-15.2% | $142,382-43.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.34% | 210.33%-197.0pp | 38.56%-25.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $16,368 | $2,779+489.1% | $2,527+547.9% | $4,299+280.7% |
| Participant deferral / active EE | $10,636 | $4,352+144.4% | $4,023+164.4% | $6,507+63.4% |
| Admin fee / account holder | $802 | $6,386-87.4% | $6,127-86.9% | $12,624-93.7% |