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 3-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 | $35,424 | $67,823-47.8% | $52,425-32.4% | $137,256-74.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.92% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,311 | $1,163+98.7% | $914+152.8% | $4,156-44.4% |
| Participant deferral / active EE | $8,546 | $2,288+273.5% | $1,790+377.3% | $6,407+33.4% |
| Admin fee / account holder | $988 | $2,844-65.3% | $2,495-60.4% | $12,270-91.9% |