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 | $20,583 | $124,281-83.4% | $109,143-81.1% | $167,490-87.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.64% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $964 | $4,207-77.1% | $3,722-74.1% | $4,837-80.1% |
| Participant deferral / active EE | $3,959 | $5,255-24.7% | $4,653-14.9% | $6,341-37.6% |
| Admin fee / account holder | $5,269 | $7,970-33.9% | $6,752-22.0% | $12,309-57.2% |