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 | $48,586 | $111,724-56.5% | $93,606-48.1% | $145,922-66.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.91% | 202.98%-190.1pp | 133.20%-120.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $8,415 | $3,090+172.4% | $2,420+247.8% | $4,660+80.6% |
| Participant deferral / active EE | $7,260 | $4,912+47.8% | $4,411+64.6% | $6,688+8.6% |
| Admin fee / account holder | $697 | $10,250-93.2% | $8,285-91.6% | $13,397-94.8% |