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 | $24,725 | $52,279-52.7% | $89,391-72.3% | $79,858-69.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 11.69% | 22.16%-10.5pp | 245.62%-233.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,217 | $1,572+41.0% | $2,586-14.3% | $2,471-10.3% |
| Participant deferral / active EE | $4,587 | $2,740+67.4% | $3,890+17.9% | $3,740+22.6% |
| Admin fee / account holder | $4,364 | $3,356+30.0% | $4,881-10.6% | $5,306-17.8% |