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 | $61,811 | $90,348-31.6% | $75,972-18.6% | $145,922-57.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.75% | 620.88%-608.1pp | 359.55%-346.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $17,357 | $3,311+424.2% | $2,685+546.5% | $4,660+272.5% |
| Participant deferral / active EE | $8,457 | $5,162+63.8% | $4,255+98.7% | $6,688+26.4% |
| Admin fee / account holder | $4,945 | $8,467-41.6% | $6,467-23.5% | $13,397-63.1% |