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 | $52,225 | $152,460-65.7% | $118,746-56.0% | $147,584-64.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.85% | 17.41%-1.6pp | 24.54%-8.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $6,221 | $5,046+23.3% | $4,193+48.4% | $4,876+27.6% |
| Participant deferral / active EE | $14,196 | $6,212+128.5% | $5,332+166.2% | $5,439+161.0% |
| Admin fee / account holder | $7,155 | $16,953-57.8% | $10,720-33.3% | $10,885-34.3% |