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 | $55,445 | $227,553-75.6% | $189,557-70.8% | $167,490-66.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.73% | 78.40%-62.7pp | 64.17%-48.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,988 | $5,316-62.6% | $4,412-54.9% | $4,837-58.9% |
| Participant deferral / active EE | $4,341 | $7,002-38.0% | $6,174-29.7% | $6,341-31.5% |
| Admin fee / account holder | $5,805 | $11,878-51.1% | $9,807-40.8% | $12,309-52.8% |