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 | $53,040 | $159,934-66.8% | $147,005-63.9% | $145,959-63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.79% | 98.24%-79.5pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $5,185 | $5,287-1.9% | $4,934+5.1% | $4,661+11.3% |
| Participant deferral / active EE | $8,611 | $8,427+2.2% | $8,070+6.7% | $6,689+28.7% |
| Admin fee / account holder | $620 | $15,053-95.9% | $13,006-95.2% | $13,398-95.4% |