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 | $48,400 | $110,261-56.1% | $95,745-49.4% | $139,434-65.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.15% | 27.11%-15.0pp | 28.35%-16.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,413 | $3,257-56.6% | $2,835-50.2% | $4,751-70.3% |
| Participant deferral / active EE | $3,284 | $4,676-29.8% | $4,245-22.6% | $6,710-51.1% |
| Admin fee / account holder | $420 | $6,613-93.7% | $5,678-92.6% | $11,403-96.3% |