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 | $69,440 | $118,919-41.6% | $88,538-21.6% | $152,861-54.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 25.38% | 47.92%-22.5pp | 43.64%-18.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,334 | $2,669+24.9% | $2,098+58.9% | $4,762-30.0% |
| Participant deferral / active EE | $6,963 | $3,549+96.2% | $2,914+138.9% | $5,850+19.0% |
| Admin fee / account holder | $6,522 | $5,876+11.0% | $4,310+51.3% | $11,596-43.8% |