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 | $43,519 | $100,901-56.9% | $75,670-42.5% | $147,584-70.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 18.90% | 35.78%-16.9pp | 27.34%-8.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,339 | $3,253-28.1% | $2,352-0.6% | $4,876-52.0% |
| Participant deferral / active EE | $6,416 | $4,027+59.3% | $3,142+104.2% | $5,439+18.0% |
| Admin fee / account holder | $874 | $11,285-92.3% | $5,800-84.9% | $10,885-92.0% |