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 | $34,586 | $176,662-80.4% | $130,648-73.5% | $152,861-77.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.79% | 2692.24%-2669.5pp | 1708.96%-1686.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,927 | $5,742-49.0% | $4,092-28.5% | $4,762-38.5% |
| Participant deferral / active EE | $4,232 | $4,361-3.0% | $3,603+17.5% | $5,850-27.7% |
| Admin fee / account holder | $2,694 | $7,133-62.2% | $5,464-50.7% | $11,596-76.8% |