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 | $41,690 | $81,208-48.7% | $98,907-57.8% | $79,858-47.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.21% | 60.99%-46.8pp | 196.43%-182.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,830 | $1,960-6.6% | $2,689-31.9% | $2,471-25.9% |
| Participant deferral / active EE | $2,528 | $3,265-22.6% | $4,244-40.4% | $3,740-32.4% |
| Admin fee / account holder | $2,227 | $6,013-63.0% | $6,642-66.5% | $5,306-58.0% |