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 10-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 | $59,117 | $104,907-43.6% | $84,611-30.1% | $152,861-61.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.42% | 373.79%-352.4pp | 258.74%-237.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,758 | $3,302+13.8% | $2,652+41.7% | $4,762-21.1% |
| Participant deferral / active EE | $8,875 | $4,688+89.3% | $3,899+127.7% | $5,850+51.7% |
| Admin fee / account holder | $5,000 | $6,241-19.9% | $4,912+1.8% | $11,596-56.9% |