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 | $21,456 | $47,479-54.8% | $62,929-65.9% | $82,448-74.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 19.61% | 20.34%-0.7pp | 1063.93%-1044.3pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,830 | $1,885+50.1% | $2,505+13.0% | $2,551+10.9% |
| Participant deferral / active EE | $3,899 | $2,870+35.8% | $3,888+0.3% | $4,139-5.8% |
| Admin fee / account holder | $562 | $3,804-85.2% | $5,065-88.9% | $7,234-92.2% |