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 | $51,798 | $95,803-45.9% | $113,168-54.2% | $84,808-38.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 57.86% | 25.00%+32.9pp | 24.27%+33.6pp | 40.90%+17.0pp |
| Employer contribution / active EE | $5,164 | $2,360+118.8% | $2,975+73.6% | $2,631+96.3% |
| Participant deferral / active EE | $9,955 | $4,242+134.7% | $5,107+94.9% | $4,212+136.4% |
| Admin fee / account holder | $2,430 | $8,989-73.0% | $12,068-79.9% | $7,344-66.9% |