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 5-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 | $61,144 | $165,984-63.2% | $164,813-62.9% | $145,922-58.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 14.25% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.0pp |
| Employer contribution / active EE | $5,130 | $5,273-2.7% | $4,341+18.2% | $4,660+10.1% |
| Participant deferral / active EE | $10,564 | $6,959+51.8% | $6,031+75.1% | $6,688+58.0% |
| Admin fee / account holder | $559 | $16,648-96.6% | $12,690-95.6% | $13,397-95.8% |