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 | $51,425 | $67,823-24.2% | $52,425-1.9% | $137,256-62.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.66% | 219.11%-203.4pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,319 | $1,163+99.4% | $914+153.6% | $4,156-44.2% |
| Participant deferral / active EE | $4,815 | $2,288+110.5% | $1,790+168.9% | $6,407-24.8% |
| Admin fee / account holder | $776 | $2,844-72.7% | $2,495-68.9% | $12,270-93.7% |