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 4-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 | $34,127 | $169,032-79.8% | $129,207-73.6% | $145,922-76.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.03% | 14330.11%-14310.1pp | 9417.33%-9397.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,871 | $5,537-66.2% | $4,153-55.0% | $4,660-59.8% |
| Participant deferral / active EE | $6,853 | $4,987+37.4% | $4,168+64.4% | $6,688+2.5% |
| Admin fee / account holder | $2,785 | $9,954-72.0% | $7,715-63.9% | $13,397-79.2% |