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 | $39,781 | $102,382-61.1% | $147,005-72.9% | $80,874-50.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.45% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,847 | $3,715-23.4% | $4,934-42.3% | $2,756+3.3% |
| Participant deferral / active EE | $5,490 | $6,646-17.4% | $8,070-32.0% | $4,297+27.8% |
| Admin fee / account holder | $9,123 | $7,942+14.9% | $13,006-29.9% | $6,935+31.5% |