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 | $45,245 | $227,553-80.1% | $189,557-76.1% | $167,490-73.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.42% | 78.40%-67.0pp | 64.17%-52.8pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,719 | $5,316-30.0% | $4,412-15.7% | $4,837-23.1% |
| Participant deferral / active EE | $4,485 | $7,002-35.9% | $6,174-27.3% | $6,341-29.3% |
| Admin fee / account holder | $420 | $11,878-96.5% | $9,807-95.7% | $12,309-96.6% |