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 | $28,413 | $109,904-74.1% | $97,167-70.8% | $145,959-80.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.35% | 243.43%-230.1pp | 75.27%-61.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,747 | $3,084-43.4% | $2,729-36.0% | $4,661-62.5% |
| Participant deferral / active EE | $3,241 | $4,676-30.7% | $4,264-24.0% | $6,689-51.5% |
| Admin fee / account holder | $10,263 | $6,216+65.1% | $5,650+81.6% | $13,398-23.4% |