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 | $29,644 | $98,240-69.8% | $82,313-64.0% | $147,584-79.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 36.74% | 30.85%+5.9pp | 25.88%+10.9pp | 578.55%-541.8pp |
| Employer contribution / active EE | $2,842 | $3,192-10.9% | $2,428+17.0% | $4,876-41.7% |
| Participant deferral / active EE | $2,739 | $4,383-37.5% | $3,706-26.1% | $5,439-49.6% |
| Admin fee / account holder | $883 | $8,563-89.7% | $5,608-84.3% | $10,885-91.9% |