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 | $28,965 | $101,069-71.3% | $81,478-64.5% | $147,584-80.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 23.94% | 32.40%-8.5pp | 38.78%-14.8pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,987 | $3,205-6.8% | $2,568+16.3% | $4,876-38.8% |
| Participant deferral / active EE | $7,245 | $4,242+70.8% | $3,537+104.8% | $5,439+33.2% |
| Admin fee / account holder | $1,489 | $5,812-74.4% | $4,561-67.3% | $10,885-86.3% |