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 | $111,674 | $185,200-39.7% | $142,863-21.8% | $167,490-33.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 8.48% | 8555.70%-8547.2pp | 5637.54%-5629.1pp | 478.56%-470.1pp |
| Employer contribution / active EE | $10,575 | $5,604+88.7% | $4,144+155.2% | $4,837+118.6% |
| Participant deferral / active EE | $9,750 | $4,494+116.9% | $3,837+154.1% | $6,341+53.8% |
| Admin fee / account holder | $1,301 | $8,031-83.8% | $6,560-80.2% | $12,309-89.4% |