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 | $24,559 | $84,233-70.8% | $170,442-85.6% | $70,131-65.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 28.54% | 23.06%+5.5pp | 205.93%-177.4pp | 73.14%-44.6pp |
| Employer contribution / active EE | $5,140 | $3,387+51.8% | $5,433-5.4% | $2,342+119.5% |
| Participant deferral / active EE | $5,747 | $3,086+86.2% | $4,939+16.3% | $3,332+72.5% |
| Admin fee / account holder | $703 | $5,698-87.7% | $13,880-94.9% | $4,645-84.9% |