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 | $20,210 | $99,032-79.6% | $80,019-74.7% | $135,375-85.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.81% | 15.39%-24.2pp | 11.22%-20.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,220 | $3,043-59.9% | $2,468-50.6% | $4,779-74.5% |
| Participant deferral / active EE | $5,644 | $4,282+31.8% | $3,686+53.1% | $5,609+0.6% |
| Admin fee / account holder | $335 | $10,436-96.8% | $6,521-94.9% | $10,827-96.9% |