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 3-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 | $28,920 | $100,773-71.3% | $88,946-67.5% | $142,382-79.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.13% | 70.18%-47.0pp | 57.82%-34.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,253 | $2,918+45.8% | $2,555+66.5% | $4,299-1.1% |
| Participant deferral / active EE | $7,869 | $5,230+50.5% | $4,581+71.8% | $6,507+20.9% |
| Admin fee / account holder | $2,282 | $9,693-76.5% | $8,261-72.4% | $12,624-81.9% |