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 | $41,563 | $98,240-57.7% | $82,313-49.5% | $147,584-71.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.79% | 30.85%-10.1pp | 25.88%-5.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,528 | $3,192-20.8% | $2,428+4.1% | $4,876-48.2% |
| Participant deferral / active EE | $12,119 | $4,383+176.5% | $3,706+227.0% | $5,439+122.8% |
| Admin fee / account holder | $1,560 | $8,563-81.8% | $5,608-72.2% | $10,885-85.7% |