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 | $53,973 | $127,065-57.5% | $113,168-52.3% | $142,382-62.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 50.63% | 24.03%+26.6pp | 24.27%+26.4pp | 217.08%-166.5pp |
| Employer contribution / active EE | $1,128 | $3,442-67.2% | $2,975-62.1% | $4,299-73.8% |
| Participant deferral / active EE | $14,592 | $5,716+155.3% | $5,107+185.7% | $6,507+124.2% |
| Admin fee / account holder | $35,273 | $15,736+124.2% | $12,068+192.3% | $12,624+179.4% |