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 6-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 | $29,494 | $100,773-70.7% | $88,946-66.8% | $142,382-79.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.96% | 70.18%-57.2pp | 57.82%-44.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,555 | $2,918+56.1% | $2,555+78.3% | $4,299+6.0% |
| Participant deferral / active EE | $8,134 | $5,230+55.5% | $4,581+77.5% | $6,507+25.0% |
| Admin fee / account holder | $3,127 | $9,693-67.7% | $8,261-62.1% | $12,624-75.2% |