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 | $61,770 | $57,354+7.7% | $83,848-26.3% | $64,186-3.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 13.05% | 11.38%+1.7pp | 850.88%-837.8pp | 7.63%+5.4pp |
| Employer contribution / active EE | $1,551 | $2,545-39.1% | $3,631-57.3% | $2,381-34.9% |
| Participant deferral / active EE | $2,591 | $2,993-13.4% | $4,082-36.5% | $3,470-25.3% |
| Admin fee / account holder | $9,299 | $4,046+129.8% | $5,478+69.7% | $4,888+90.2% |