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 | $68,840 | $85,202-19.2% | $172,739-60.1% | $72,985-5.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.00% | 27.32%-2.3pp | 802.84%-777.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,975 | $3,324-40.6% | $5,143-61.6% | $2,440-19.0% |
| Participant deferral / active EE | $4,471 | $3,260+37.1% | $5,198-14.0% | $3,607+23.9% |
| Admin fee / account holder | $544 | $5,884-90.7% | $13,954-96.1% | $5,124-89.4% |