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 | $57,061 | $69,515-17.9% | $86,874-34.3% | $85,850-33.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 45.08% | 20.12%+25.0pp | 63.52%-18.4pp | 318.53%-273.5pp |
| Employer contribution / active EE | $5,658 | $1,880+200.9% | $2,495+126.7% | $2,565+120.6% |
| Participant deferral / active EE | $9,095 | $2,919+211.6% | $3,699+145.9% | $3,952+130.1% |
| Admin fee / account holder | $632 | $5,972-89.4% | $5,828-89.2% | $6,260-89.9% |