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 | $45,907 | $104,907-56.2% | $84,611-45.7% | $152,861-70.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.88% | 373.79%-353.9pp | 258.74%-238.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,259 | $3,302-1.3% | $2,652+22.9% | $4,762-31.6% |
| Participant deferral / active EE | $8,332 | $4,688+77.7% | $3,899+113.7% | $5,850+42.4% |
| Admin fee / account holder | $418 | $6,241-93.3% | $4,912-91.5% | $11,596-96.4% |