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 | $37,573 | $135,952-72.4% | $123,892-69.7% | $273,961-86.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.63% | 56.63%-44.0pp | 47.52%-34.9pp | 41.45%-28.8pp |
| Employer contribution / active EE | $7,526 | $5,170+45.6% | $4,617+63.0% | $4,869+54.6% |
| Participant deferral / active EE | $4,047 | $6,343-36.2% | $5,984-32.4% | $5,287-23.5% |
| Admin fee / account holder | $900 | $9,817-90.8% | $8,357-89.2% | $10,132-91.1% |