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 7-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 | $43,917 | $183,963-76.1% | $162,163-72.9% | $152,861-71.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.56% | 150.76%-115.2pp | 115.59%-80.0pp | 345.32%-309.8pp |
| Employer contribution / active EE | $2,328 | $6,371-63.5% | $5,614-58.5% | $4,762-51.1% |
| Participant deferral / active EE | $17,200 | $8,034+114.1% | $7,298+135.7% | $5,850+194.0% |
| Admin fee / account holder | $308 | $13,121-97.7% | $10,843-97.2% | $11,596-97.3% |